Self-Made Multi-Billionaire, Global Investor, Father of P/S Ratio, NYT Bestseller, Market Guru, Financial Columnist and Tree Nut.
Dallas, Texas
Joined January 2017
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How much power does the Fed really have? What I have to say may surprise you. youtube.com/watch?v=EaLlRyif…
For my Chinese speaking followers, my latest column in @caixin is out now [CHINESE, PAYWALL].
各位中文读者，我的最新专栏文章已在 @caixin 发布，欢迎阅读：
opinion.caixin.com/2026-10-2…
Yes, national debt topped $40 trillion in August—but beware talk of “doom loops” and “death spirals.” Measured correctly, debt is down over the last decade. Down, not up! For example, outside 2020's lockdown-driven GDP dive, US household debt as a percentage of national output has steadily fallen since 2008's financial crisis. I’m not advocating for more debt, but big numbers without context can be misleading.
Worldwide government, corporate and household liabilities in aggregate have also fallen relative to the global economy. Following a spike to 285% in late 2020, global debt-to-GDP ratios unwound all pandemic-era increases to settle back around 246% by the end of last year. The takeaway? Don’t waste your time, emotions or money on headline debt doomerism.
For my Arabic speaking followers, my latest column in @aleqtisadiah is out now: [ARABIC, FREE].
أحدث مقال لي أصبح متاحًا الآن لمتابعيني باللغة العربية على @aleqtisadiah: aleqt.com/%D8%A7%D9%84%D8%B1…
Quote for the Day: "The world is not always a kind place. That's something all children learn for themselves, whether we want them to or not, but it's something they really need our help to understand." -Fred Rogers
#KFQuoteForTheDay
For my Spanish speaking followers, my latest column in @elEconomistaes is out now [SPANISH, FREE].
Para mis seguidores de habla hispana, no se pierdan mi última columna en @elEconomistaes:
eleconomista.es/opinion/noti…
Why is the period after midterms historically so positive for stocks? Get my take in this short video:
youtube.com/watch?v=agFLsCuj…
Quote for the Day: "The road to successful investing is paved with independence of spirit, decisiveness, and the courage of one's convictions." -Peter Bernstein
#KFQuoteForTheDay
Do rising bond yields tell you anything about government debt? Here are my thoughts. youtube.com/watch?v=qn-I7KmP…
Quote for the Day: "All of human unhappiness comes from one single thing; not knowing how to remain at rest in a room." -Blaise Pascal
#KFQuoteForTheDay
For my Dutch speaking followers, my latest column in @telegraaf is out now [DUTCH, PAYWALL].
Voor mijn Nederlandse volgers: mijn laatste column voor @telegraaf is nu online: telegraaf.nl/financieel/ken-…
My latest column in the @globeandmail is out now [ENGLISH, PAYWALL]: How and why the world is making Hormuz moot
theglobeandmail.com/investin…
Quote for the Day: "You don't manage people, you manage things. You lead people." -Grace Hopper
#KFQuoteForTheDay
Can the past give us clues about the relationship between government debt and GDP? Let me break it down.
My latest column in the @nypost is out now [ENGLISH, FREE]: How to stop worrying about the $40 trillion – yes trillion with a ‘T’ – that’s now owed by the US government
nypost.com/2026/10/26/busine…