Tague R. Goodhue, CFAMar 27, 20201 minToday's MUST READ: The Doctor's DilemmaSurgeon Henry Marsh: Covid-19 and the doctor’s dilemma | Free to read From the Financial Times https://www.ft.com/content/00312c48-6e87-1...
Tague R. Goodhue, CFAMar 17, 20202 minProspect Email: Pantheon Introduction 12/20/2019Dear Investor, After the longest equity bull market in history, I thought an introduction to Pantheon Investments might prove timely. ...
Tague R. Goodhue, CFAJan 7, 20201 minBuffett Value IndicatorThe Who’s last great radio song, ‘Who Are You?” Buffett’s own value indicator, “Where Are You?” Buffett Value Indicator: Market...
Tague R. Goodhue, CFADec 19, 20191 minMacroprudential Regulation Fantasy Part IIJust to reinforce my skepticism of macroprudential regulation: https://www.bloomberg.com/news/articles/2019-12-19/wall-street-magic-trick...
Tague R. Goodhue, CFANov 27, 20191 minToday’s Must ReadCan the Fed Slowly Deflate the Credit Bubble? https://www.bloomberg.com/opinion/articles/2019-11-27/federal-reserve-attempts-to-deflate-t...
Tague R. Goodhue, CFANov 15, 20191 minFinancial Maps: A Key Pantheon DifferentiatorFrom Wikipedia: “A map is a symbolic depiction emphasizing relationships between elements of some space, such as objects, regions, or...
Tague R. Goodhue, CFANov 6, 20192 minMacroprudential Regulation: Fantasy versus RealityMonetary Policy and Financial Stability “In my remarks, I will argue that monetary policy faces significant limitations as a tool to...
Tague R. Goodhue, CFANov 6, 20193 minMacroprudential Regulation for the Financial Systemhttps://blinks.bloomberg.com/news/stories/Q0JS226K50Y9 Fed Interest Rates Turn Out to Be the Wrong Tool: Conor Sen Raising them...
Tague R. Goodhue, CFAOct 3, 20191 minFractal MarketsThe normal, bell curve states that only 0.27% of data points are outliers. The long-term S&P 500 graph shows this assumption often...
Tague R. Goodhue, CFASep 27, 20192 minWatergateAs the impeachment hearings unfold, stock markets yawn. I just wanted investors to look back at Watergate with the ill-conceived plan of...
Tague R. Goodhue, CFASep 24, 20191 minMoney Isn't Gold...Money is Printed!!!Can Debt be a problem after we print debt to equal zero? Fisher and Minsky assumed debt holders required repayment in actual dollars...
Tague R. Goodhue, CFASep 24, 20192 minAmplification of Debt Minsky proposed theories linking financial market fragility, in the normal life cycle of an economy, with speculative investment bubbles...
Tague R. Goodhue, CFASep 20, 20191 minToday’s Must Read on the “Yale Model of Investing”“How David Swensen Made Yale Fabulously Rich”
Tague R. Goodhue, CFASep 12, 20192 minIntroduce Yourself (Example Post)This is an example post, originally published as part of Blogging University. Enroll in one of our ten programs, and start your blog...
Tague R. Goodhue, CFAAug 30, 20195 min“What’s past is prologue” ReminderFisher, Irving. THE DEBT-DEFLATION THEORY OF GREAT DEPRESSIONS (Illustrated) . Unknown. Kindle Edition. · Thus over-investment and...