Episode 3
Stock market gyrations, Tesla vs. TSLA, xAI buying Twitter and the inaugural musical interlude!
Jesse Oliver Pinkston Dungan
International Bonding
The US and Japanese Treasury Departments and Central Banks bond over the difficulty of controlling yields, we take lessons from some recent IRS tax guidance related to ETFs. But we ignore the war/non-war; though we don't ignore corruption this time!
Will Summer End Before the Iran War?
In which we (i) review the status of war with Iran and its impact on the market, (ii) watch SpaceX stock fall back to earth (with one of their rockets, unfortunately), (iii) check in with the bond market, and (iv) muse about inheriting things (as opposed to money), with some great songs!
New York (Knicks) State of Mind
Episode 15(?) in which we express significant concern about some upcoming sporting events, revisit our (mixed) record on prognosticating about the Iran War, update you on the impact of the anticipated mega-IPOs on index funds and discuss direct indexing, as well as IPO dynamics generally.
May the Force be with SpaceX
In which we touch on Tesla, speculate about SpaceX, complain about corruption (both large and small-scale), and commend the competition authorities (Ticketmaster break-up incoming?). But we we start with some short thoughts about “long term” investing.
A Peaceful Easter Newsletter
Scrambled messages about the Iran war (and the Strait of Hormuz), my rants about the Jones Act, "Trump Accounts" and a continuing update on private credit (in your 401K)!
Supreme Courts and Supreme Leaders
In this latest episode, we discuss the SC tariff ruling (with revisit to Trump’s attempt to kill all the lawyers), plus the imminent and inevitable economic collapse: will it be a repeat of the 1970’s energy crisis or a repeat of the 2008 credit crisis? And of course, more music!
New Year, New Newsletter, but the same old news....
In this slightly delayed episode, we do a little forecasting, we talk about hedging and re-balancing, and we spend a bit of time navel-gazing (by “updating you” on some topics which we wrote about a few times in the past year).
Curling up next to the fire...
to read about property insurance markets, TSLA (and Tesla), and end-of-year tax considerations. What better way to spend Christmas?
The Newsletter Shutdown has ended!
Two months of topics? No, but we touch on the government shut down, cockroaches and private credit markets, stablecoins and Argentine beef. As always, a musical interlude! Or two!
Episode 7: Meet the new Tariffs, Same as the Old Tariffs
I apologize for mangling the classic line from “Won’t Get Fooled Again” particularly since these new tariffs are actually worse than the first set tariffs, but the title of the song was too good to pass up. Of course, when I say these new tariffs are worse, I mean
Episode 6 - Are Alts All Right?
This episode focuses primarily on one topic – and since you’ve probably read more than you want about the tax bill already – it’s not the final tax bill, but rather the push to make alternative investments available in people’s 401(K)s.[i] There are some interesting details
Bonus Episode 5.5 - Will AI Take Your Job?
Maybe, but I am not that concerned. I am more concerned about it taking all of your money.
Artificial Intelligence is a topic about which endless newsletters, articles, books, and think-pieces can be written, have been written, will be written, and are likely in the process of being written
Bonus Episode 5.25 - AI on AI
This is what my Microsoft Copilot AI wanted me to write about how dangerous AI will be with respect to financial frauds and scams. Not the worst advice in the world. But definitely reads like an AI wrote it (or a corporate drone middle-manager edited it 😏). I made no