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Macro

Master of Coin
They're only numbers on paper. Once you understand them, it's easy to make them behave. In HBO’s monumental hit series “The Game of Thrones,” there were…
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Monopoly
The How-to Guide for Investing
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12
The Money War
The two-percenters V. The orange pilled
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The New Boss ...
Elon Musk is, without doubt, one of the most controversial figures of our time. He is an ambitious, self-made visionary who spends most of his waking…
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Conventional Wisdom in the Financial Markets
Everyone has a movie or two that nearly the whole world has seen, but they haven’t. For Bagholder, one of those movies was The Matrix. He saw no need to…
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7
Image v. Results
What Bobby Knight's passing can teach us about the 2024 presidential election
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Cold War II
The Sequel
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Federal Racketeering
In the second season of the Sopranos, there is a story arc with a sporting goods store owner named David Scatino, who owes more money than he can pay to…
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SVB Awards Ceremony
And going Back to School ...
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Crash Positions...
A Real Estate primer
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The Walking Dead
Imagine the household of John & Jane Doe with 28k in their checking account and an annual pre-tax gross income of 125k. For the sake of argument, assume…
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Good Cop - Bad Cop
There is a well-known psychological experiment (link here) initially published by the European Journal of Social Psychology, which demonstrates clearly…
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