We’re Moving!
Pragmatic Capitalism
by Cullen Roche
1y ago
Thanks to everyone who has read Pragmatic Capitalism for the last 15 years. I’ve loved writing this blog, but we need to consolidate our financial content going forward. It’s become  ..read more
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FAQ Answers – Part 1
Pragmatic Capitalism
by Cullen Roche
1y ago
Here’s the first batch of answers from the Ask Me Anything. We covered a lot of ground in here including my view on factor investing, the FIRE movement, asset allocation  ..read more
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Needs, Wants and why We Always Feel Unfulfilled
Pragmatic Capitalism
by Cullen Roche
1y ago
By the age of 30 I was financially independent. My business was self sustaining, I enjoyed my work immensely and no one could tell me what to do. I wrote  ..read more
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What Are Eurodollars and Why do they Matter? (Video)
Pragmatic Capitalism
by Cullen Roche
1y ago
Here’s a new edition of 3 Minute Macro on the topic of Eurodollars. Eurodollars are a somewhat opaque part of the financial world, but have become increasingly important in the  ..read more
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Three Things I Think I Think – Housing Risks
Pragmatic Capitalism
by Cullen Roche
1y ago
Here are some things I think I am thinking about: Housing, housing, housing. If I had to distill my current macro outlook down into a sentence or two it would  ..read more
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Three Things I Think I Think – Who Can You Trust?
Pragmatic Capitalism
by Cullen Roche
1y ago
1) SBF, FTX, WTF. The big story of the week remains Sam Bankman-Fried and the collapse of crypto exchange FTX. I haven’t written much about this topic because, well, crypto  ..read more
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3 Lessons From the Collapse of FTX (Video)
Pragmatic Capitalism
by Cullen Roche
1y ago
In this video we discuss the collapse of FTX and the crypto markets and what we can learn from this bear market. This video includes: 1) Understanding volatilities relative to  ..read more
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Do We Implement Portfolio Construction Completely Backwards?
Pragmatic Capitalism
by Cullen Roche
1y ago
I’ve had three big investing epiphanies in my investing career. The first big epiphany was that macro matters much more than micro. The direction of the river is much more  ..read more
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Three Things I Think I Think – Is This The Bottom?
Pragmatic Capitalism
by Cullen Roche
1y ago
1) Is the bond bottom finally in? I’ve been surprised/wrong about how fast the Fed moved this year. And while I’ve been pretty negative about virtually all asset classes all  ..read more
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Three Things I Think I Think – Changing My Mind
Pragmatic Capitalism
by Cullen Roche
1y ago
The last few years have been jarring in numerous ways. They’ve also forced me to reconsider how I help people navigate the financial world. Here are some things I’ve recently  ..read more
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