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Debt Ceiling Drama

Debt Ceiling Drama

Without a basic level of trust regarding the intentions and expected behavior of other human beings, our modern civilization would very quickly disintegrate into chaos.

The Rational Walk May 25, 2023May 25, 2023 Economics Read more

Backing into a Speculative Position

Backing into a Speculative Position

Many investors are occasionally tempted to speculate. It is important to avoid confusing speculation with investment operations.

The Rational Walk May 22, 2023May 22, 2023 Investing Read more

Henry Ford’s Life and Work

Henry Ford’s Life and Work

In a biography published a century ago, Henry Ford reflected on the early days of the automobile industry. We have much to learn from Ford despite serious flaws in his character.

The Rational Walk May 15, 2023May 15, 2023 Book Reviews Read more

Berkshire Hathaway Meeting Links

Berkshire Hathaway Meeting Links

This post contains a compilation of articles published over the past year about Berkshire Hathaway, Warren Buffett, and Charlie Munger.

The Rational Walk May 4, 2023May 4, 2023 Berkshire Hathaway Read more

Moral Hazard in Banking

Moral Hazard in Banking

The FDIC is taking an estimated $13 billion hit after seizing First Republic and selling most of the bank to JPMorgan.

The Rational Walk May 1, 2023May 1, 2023 Investing Read more

Iterative Business Models

Iterative Business Models

Solving the puzzle of creating an online business is an interesting challenge. This post announces a new paid subscription offer for The Rational Walk delivered via Substack.

The Rational Walk April 25, 2023April 25, 2023 Economics Read more

Berkshire Hathaway Annual Meeting Questions

Berkshire Hathaway Annual Meeting Questions

I have submitted questions for the 2023 Berkshire Hathaway annual meeting on the following topics: Voting control in 2050, Repurchase taxes, and Apple’s exposure to China.

The Rational Walk April 22, 2023April 22, 2023 Berkshire Hathaway Read more

The Role of TIPS in a Fixed Income Portfolio

The Role of TIPS in a Fixed Income Portfolio

Treasury Inflation Protected Securities currently offer the potential for a positive inflation-adjusted return if used appropriately.

The Rational Walk April 19, 2023April 19, 2023 Personal Finance Read more

Substack vs. Twitter

Substack vs. Twitter

Substack’s new microblogging platform could eventually displace Twitter. However, Substack’s current business model is not profitable and may not be sustainable in the long run.

The Rational Walk April 12, 2023April 12, 2023 Company News Read more

Outlive: The Science and Art of Longevity

Outlive: The Science and Art of Longevity

Peter Attia explains how we can battle the “Four Horsemen” of modernity conspiring to degrade our ability to live a long life free of chronic conditions and disabilities.

The Rational Walk April 6, 2023April 6, 2023 Book Reviews Read more

What I’ve Been Reading

What I’ve Been Reading

This post is a list of books that I read in the first quarter of 2023, most notably the accounts of E.B. Sledge’s service in the Pacific during World War II.

The Rational Walk March 31, 2023March 31, 2023 Book Reviews Read more

First Republic Bank’s Proxy Statement

First Republic Bank’s Proxy Statement

Large related party transactions reported by the Wall Street Journal were disclosed in the company’s 145 page proxy statement, available for all to see for nearly a year.

The Rational Walk March 25, 2023March 25, 2023 Investing Read more

Enlightenment or Dystopia?

Enlightenment or Dystopia?

We carry supercomputers in our pockets providing access to all of the wisdom of human history, so why has public discourse deteriorated in the twenty-first century?

The Rational Walk March 21, 2023March 21, 2023 Journal Read more

The China Question

The China Question

Geopolitical tensions are rising, calling into question longstanding deep economic ties between the United States and China.

The Rational Walk March 20, 2023 Economics Read more

Berkshire Hathaway’s 2023 Proxy Statement

Berkshire Hathaway’s 2023 Proxy Statement

This article is an analysis of Berkshire’s proxy with a focus on repurchases, compensation, ownership, risk disclosures, and board diversity.

The Rational Walk March 18, 2023March 18, 2023 Berkshire Hathaway Read more

The Role of Deposit Insurance

The Role of Deposit Insurance

The current banking crisis has led to calls for the government to insure all bank deposits, but doing so has significant long term implications.

The Rational Walk March 17, 2023March 17, 2023 Investing Read more

Berkshire Hathaway’s Fixed Maturity Portfolio

Berkshire Hathaway’s Fixed Maturity Portfolio

Recent bank failures raise questions about how Berkshire Hathaway and other insurers account for fixed maturity investments.

The Rational Walk March 16, 2023March 16, 2023 Berkshire Hathaway Read more

The Risks of Investing in Bonds

The Risks of Investing in Bonds

Many market observers seem to lack an understanding of the effect of rising interest rates on fixed maturity securities. This article explains the basic principles of bond investing.

The Rational Walk March 15, 2023March 15, 2023 Personal Finance Read more
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Recent Articles

  • Debt Ceiling DramaMay 25, 2023
    Without a basic level of trust regarding the intentions and expected behavior of other human beings, our modern civilization would very quickly disintegrate into chaos.
  • Backing into a Speculative PositionMay 22, 2023
    Many investors are occasionally tempted to speculate. It is important to avoid confusing speculation with investment operations.
  • Henry Ford’s Life and WorkMay 15, 2023
    In a biography published a century ago, Henry Ford reflected on the early days of the automobile industry. We have much to learn from Ford despite serious flaws in his character.
  • Berkshire Hathaway Meeting LinksMay 4, 2023
    This post contains a compilation of articles published over the past year about Berkshire Hathaway, Warren Buffett, and Charlie Munger.
  • Moral Hazard in BankingMay 1, 2023
    The FDIC is taking an estimated $13 billion hit after seizing First Republic and selling most of the bank to JPMorgan.
  • Iterative Business ModelsApril 25, 2023
    Solving the puzzle of creating an online business is an interesting challenge. This post announces a new paid subscription offer for The Rational Walk delivered via Substack.
  • Berkshire Hathaway Annual Meeting QuestionsApril 22, 2023
    I have submitted questions for the 2023 Berkshire Hathaway annual meeting on the following topics: Voting control in 2050, Repurchase taxes, and Apple's exposure to China.
  • The Role of TIPS in a Fixed Income PortfolioApril 19, 2023
    Treasury Inflation Protected Securities currently offer the potential for a positive inflation-adjusted return if used appropriately.
  • Substack vs. TwitterApril 12, 2023
    Substack's new microblogging platform could eventually displace Twitter. However, Substack's current business model is not profitable and may not be sustainable in the long run.
  • Outlive: The Science and Art of LongevityApril 6, 2023
    Peter Attia explains how we can battle the "Four Horsemen" of modernity conspiring to degrade our ability to live a long life free of chronic conditions and disabilities.
  • What I’ve Been ReadingMarch 31, 2023
    This post is a list of books that I read in the first quarter of 2023, most notably the accounts of E.B. Sledge's service in the Pacific during World War II.
  • First Republic Bank’s Proxy StatementMarch 25, 2023
    Large related party transactions reported by the Wall Street Journal were disclosed in the company's 145 page proxy statement, available for all to see for nearly a year.
  • Enlightenment or Dystopia?March 21, 2023
    We carry supercomputers in our pockets providing access to all of the wisdom of human history, so why has public discourse deteriorated in the twenty-first century?
  • The China QuestionMarch 20, 2023
    Geopolitical tensions are rising, calling into question longstanding deep economic ties between the United States and China.
  • Berkshire Hathaway’s 2023 Proxy StatementMarch 18, 2023
    This article is an analysis of Berkshire's proxy with a focus on repurchases, compensation, ownership, risk disclosures, and board diversity.
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