Recent posts

What really matters each quarter

3 minute read

A company only reports earnings once a quarter and has the opportunity to raise its distribution, typically, once a quarter. Focus on what matters. Outside o...

The Power of Free Markets

6 minute read

There is instability in the market. Government convinces you that the private market is the source of the instability. Government convinces you that it is th...

Impact of Interest Rates on Capital Flows

5 minute read

Interest rates higher than the market rate or interest rates lower than the market rate distorts capital allocation and reduces the production of goods and s...