Things I Didn't Learn in School

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Letter from Santiago
 • Paul Podolsky
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The Bond Market
 • Paul Podolsky
Notes On 660 Months
 • Paul Podolsky
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Pattern Recognition
March of Folly
 • 
Paul Podolsky
A Stock, An Index, and a Twinkie
“Even if parallel lines do meet and I see it myself, I shall see it and say that they’ve met, but I still won’t accept it.” Ivan, The Brothers…
 • 
Paul Podolsky
Investing Amid Climate Change
A conversation with Spencer Glendon
 • 
Paul Podolsky
Oil Market Action
­­­“In the late 1970s, the average American adult male weighed 173 pounds. Now the average American man tips the scale at nearly 200 pounds…’average’ is…
 • 
Paul Podolsky
European Bonds
German bonds look like Japanese and American bonds—vulnerable, though for slightly different reasons. As always, I work through a framework. I look at…
 • 
Paul Podolsky
The Warrior
A podcast with a Ukraine drone operator
 • 
Paul Podolsky
Japanese Bonds
I switched from journalism to finance in September 1998. My first job was at a bank on the “currency desk,” meaning we traded global currencies and…
 • 
Paul Podolsky
Things I Didn't Learn in School
Things I Didn't Learn in School
Practical, jargon-free description of what is going on in international affairs and financial markets that ties directly to my asset allocation, with full transparency into my wins and losses.
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Things I Didn't Learn in School

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