The Landscape

A Bad Microstrategy (MSTR)

MSTR Out of Whack MicroStrategy (MSTR) is a company that essentially does nothing but own Bitcoin. A few years ago the company figured out a workaround to the SEC not allowing a true Bitcoin ETF. … read more A Bad Microstrategy (MSTR)→

Zero Day Options ETFs – No Free Lunch

Zero-Day Options ETFs Recently, a new type of ETF hit the market. Its astronomically high dividend rate has drawn in a lot of investors. The other day one of our Wanderer members told us his … read more Zero Day Options ETFs – No Free Lunch→

AI Boom

AI Boom Artificial Intelligence (AI) is like that game-changing innovation that has the power to completely revolutionize our society. It’s not just another technology; it’s a game-changer that has the potential to transform the way … read more AI Boom→

Why Do Interest Rates Matter To Investors?

The Anatomy of a Rate Hike Inflation. The word alone makes the Federal Reserve sit up and take notice. According to its mandate from Congress, the Fed is put in charge of minimizing inflation while … read more Why Do Interest Rates Matter To Investors?→

Europe Bundles Up

Bundling Up On July 17 we wrote a blog post titled running-out-of-energy . In there, we discussed the brewing energy crisis in Europe. Then, we said we suspect the energy crisis will become front and center in … read more Europe Bundles Up→

Leads and Lags

Sticking the Landing Ok, so the world’s central banks did the hard part and raised rates at the fastest pace in decades. So why are we still reading about persistent inflation? Rate hikes typically work … read more Leads and Lags→

Something is Going to Break

The Rising Dollar and the Broken System Here at Wanderer, we have been warning that the strengthening dollar is going to break things. Sometimes we need to wait for a while before the obvious eventuates. … read more Something is Going to Break→

The Doom Loop

Do Deficits Matter? Here at Wanderer, we pay attention to interest rates and their trajectory. So, it’s not a secret to us that rates are rising, and money is becoming more scarce. So far, we’ve … read more The Doom Loop→

Fed Meeting Update

Sept 21, 2022, Fed Meeting This afternoon at two, the Federal Reserve will announce their latest interest rate decision and will follow that with a press conference at 2:30. These events are notorious for causing … read more Fed Meeting Update→

An Energy Update

Almost Winter On July 17 we wrote a blog post titled running-out-of-energy . In there, we discussed the brewing energy crisis in Europe. Then, we said we suspect the energy crisis will become front and center in … read more An Energy Update→