We check in on three data points: Q2 corporate earnings, the consumer price index, and the unemployment rate. The common theme is that levels are ahead of expectation.

It was Halloween night 2008, during the financial crisis, when Satoshi Nakamoto, published an eight-page white paper titled "Bitcoin: A Peer-to-Peer Electronic Cash System." We discuss Bitcoin basics as well as newer developments.

Why does the Federal Reserve plan to keep short-term interest rates near zero? This week's video examines the other half of the Fed's dual mandate: maximum sustainable employment.

Video replay of Quarterly Market Update. Recorded live on July 20th, 2021. Jason and Dan discuss major themes driving the market. Edited digest.

The Consumer Price Index (CPI) for June came out this week. Markets broadly reacted with skepticism, perhaps believing that the Fed would have to raise interest rates sooner than expected. (video)

Markets are unpredictable in the short term. One way to smooth out the ride is to diversify assets. But there's more; segmenting assets into multiple consumption periods we believe is just as important. (video)

It’s not you, it’s U.S. The Declaration of Independence—the ultimate breakup letter. As Americans, we preserve the vision of life, liberty, and the pursuit of happiness. Happy Independence Day.