Jesse Oliver Pinkston Dungan

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).

to read about property insurance markets, TSLA (and Tesla), and end-of-year tax considerations. What better way to spend Christmas?

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!

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

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

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