Archive - A Letter from Paul

Will the Dollar Crack?

THIS IS NOT INVESTMENT ADVICE.

Jul 5 •

June 2025

From Fear to Greed

Plus, a podcast with Congressman Jim Himes

Jun 27 •

33:29

Four Vectors & Discounting

THIS IS NOT INVESTMENT ADVICE.

Jun 19 •

Changing Fortunes

Plus, a conversation with Senator Dave McCormick

Jun 6 •

49:29

May 2025

Sizing Your Bets

THIS IS NOT INVESTMENT ADVICE.

May 30 •

Sunday Coffee Thoughts

Crossing the threshold often entails pain and embarrassment.

May 25 •

The Shaking of the Foundations

THIS IS NOT INVESTMENT ADVICE.

May 23 •

Letter from the Road

THIS IS NOT INVESTMENT ADVICE.

May 16 •

Observations From Europe

And a thought on wealth

May 13 •

Sunday Coffee Thoughts

I try to remind myself of what persists and what dissipates.

May 11 •

The Intermission

THIS IS NOT INVESTMENT ADVICE.

May 3 •

April 2025

Sunday Coffee Thoughts

Falling stocks are a number on a screen but also an emotion—fear.

Apr 27 •

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