Archive - A Letter from Paul

Sunday Coffee Thoughts

In mountain climbing, there are false summits—you think you are there and discover there is further to go.

Jan 19 •

This was an era where many huge companies had emerged and the public had begun to view such concerns as enemies, fostering the increasing use of…

Jan 15 •

Sunday Coffee Thoughts

Extracting the best versions of ourselves is work.

Jan 12 •

Feast, Famine & Policy

The crucial question is: what is happening to consumer spending as a whole?

Jan 8 •

December 2024

China and Washington's Monetary/Fiscal Stand Off

A podcast with Bill Bishop

Dec 27, 2024 •

57:23

Sunday Coffee Thoughts

In one 12-hour period last week, a dear friend, aged 97, passed from this world and a different dear friend became a grandmother to a cherubic girl.

Dec 22, 2024 •

Reading the Market Action

Treacherous currents

Dec 20, 2024 •

Sunday Coffee Thoughts

These are the darkest days of the year in North America, a reminder we live within cycles—seasonal, life stage, economic, historical; it is all, always…

Dec 15, 2024 •

What I'm Seeing

THIS IS NOT INVESTMENT ADVICE.

Dec 13, 2024 •

A Conversation with Lt. Gen (Ret.) HR McMaster

Trump, Geopolitics, Money

Dec 7, 2024 •

48:33

November 2024

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