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AI Makes Us Better at Our Jobs
AI hasn’t replaced humans, but it has made us more efficient.
Oct 23
•
Jonathan Swanburg
6
2
Which Risks Are You Willing to Be Wrong About?
Before my grandfather died in the early 1980s, he told my grandmother to invest 100% of their savings in short-term CDs, and she could live off the cash…
Oct 16
•
Jonathan Swanburg
5
4
When Tax-Free Munis Aren’t Tax-Free
Two weeks ago, I mentioned that tax-free municipal bonds were more attractive now than they have been in a long time (See: Tax-Free Munis: A Great Deal…
Oct 9
•
Jonathan Swanburg
3
3
Robot Hedge Fund Strategies For All
On Tuesday, Yahoo posted the headline:
Oct 2
•
Jonathan Swanburg
5
2
September 2026
Tax-Free Munis: A Great Deal for Some, Not Right for Others.
This week I’ll keep it short and offer two reminders about tax-free municipal bonds:
Sep 25
•
Jonathan Swanburg
4
2
Confident, Divided, and Probably Wrong
Yesterday we hosted a seminar at our office. The first part was a market recap; the second reminded us that humans are wired to be terrible investors…
Sep 18
•
Jonathan Swanburg
8
3
Nobody Knows Anything
This week, every news organization wrote a headline that said something like, “ Anthropic Researchers Believe More Than 10% Chance AI Kills Us All.”
Sep 11
•
Jonathan Swanburg
2
5
Sequence of Return Risk
Why Order Matters More Than Averages
Sep 4
•
Jonathan Swanburg
4
3
August 2026
The Market Went Up. It Also Got Cheaper. Here's How.
Sometimes it may feel like the stock market is going up because we’re in a bubble where everything is getting irrationally more expensive. But this…
Aug 28
•
Jonathan Swanburg
3
2
Remembering Why We Own Bonds
While stocks of all shapes and sizes have experienced double-digit returns this year, bonds lost 0.69% through July.
Aug 21
•
Jonathan Swanburg
3
2
Your Portfolio Doesn't Care Who Wins
We’re less than three months away from midterm elections, and since nothing inspires people to make terrible investment decisions like their political…
Aug 14
•
Jonathan Swanburg
3
3
Situational Awareness
Leopold Aschenbrenner enrolled at Columbia at 15 and graduated valedictorian at 19 with a B.A.
Aug 7
•
Jonathan Swanburg
3
3
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