Cullen Roche Blog | Talkmarkets | Page 1
Founder at Orcam Financial Group, LLC

Mr. Roche is the founder of Orcam Financial Group, LLC, a low fee financial services firm based in San Diego, CA as well as the founder of the popular financial website Pragmatic Capitalism. 

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Three Things I Think I Think – Learning From Bad Inflation Takes
Blaming the Fed for everything gets a little old when we know that the Fed spent 10 years throwing all of their tools at the US economy only to generate meager growth and inflation.
The Fed Should Stop Using The Term “Transitory”
The Fed keeps saying inflation will be “transitory” so they’re willing to keep rates low and keep pumping their balance sheet because they’re not worried about sustained high inflation.
How Does The Fed “Manipulate” Interest Rates?
The next time someone tells you that interest rates are manipulated lower you can tell them that the Fed Funds Rate is actually manipulated higher any time it’s not at 0%.
What Is “Fractional Reserve Banking”?
The term “fractional reserve banking” is commonly used in a confusing manner in both mainstream economics and within lay conversations about economics.
Does A 100 Vol Asset Belong In Retirement Accounts?
From a financial planning perspective there’s a big difference between the Savings Portfolio and the Investment Portfolio.
Three Things I Think I Think – Transitory Stuff
The Fed loves using the term “transitory” to describe blips in inflation. But I think this term is a really bad one. It implies that something is going to come and go. And inflation doesn’t really come and go, it's pretty much always positive.
Three Things I Think I Think – Bitcoin, Memes And Inflation
The bond market is basically predicting that the worst of the inflation might be behind us. So, it will be interesting to see how this plays out in the coming years.
Three Things I Think I Think – The More Things Change The More They Stay The Same
Here are some things I think I am thinking about.
Everything Wrong With The “Money Printer Go Brrrr” Meme
The main problem with this meme, aside from all the operational misconceptions it’s based on, is that it assigns a false degree of power to the Fed.
Three Things I Think I Think – Crypto, Crypto, Crypto
Crypto is the get rich quick narrative of the year. Or, more recently, the get poor quickly narrative. I was looking at the long-term charts of this space and it’s just incredible.
Let’s Talk About Inflation
The Fed is likely right that this is mostly transitory and inflation will moderate back into the 3% range before long.
Three Things I Think I Think – Losing Reserve Currency Status
Here are some things I think I am thinking about.
EC The Scarcity Of Money Myth
Money is not scarce. It never has been and it never will be. More importantly, scarcity of money is not a strength. It is a weakness.
Three Things I Think I Think – Housing Bubble 2.0, Passive Investing And Hyperinflation
Here are some things I think I am thinking about.
Let’s Talk Some More About Assflation
“Asset inflation” is the idea that the “inflation” that was supposed to show up in consumer prices has been showing up in asset prices like stocks and housing.
Stocks Don’t “Only Go Up”
Life is all about tradeoffs and one of those tradeoffs is recognizing that the stock market not only doesn’t “only go up”, but in fact recognizing that sometimes it must go down in order to make the upside sustainable.
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