January - March 2021
The pitfalls of overly focusing on tax efficiency. Ignoring the noise on interest rates.
April - June 2021
Consider that investing for the long haul should be akin to playing a positive-sum game.
July - September 2021
Thinking strategically about inflationary scenarios that potentially lie ahead.
October - December 2021
Observations on absurd things that happened in 2021 and how this shapes the outlook for 2022.