Welcome to Almond Confirmed
June 12, 2021
Write-Ups
Time for the Switch?
Decades before Sony, Microsoft, and even Disney began their operations, Nintendo was in the business of selling playing cards...
The Year of Alternatives: Gotta Collect ‘Em All
Is big money moving into collectables? The last few months have seen large personalities, and known millionaires, enter the...
2020: The End of an Era
The latest U.S. business cycle expansion ended in February of 2020. This expansionary period was particularly noteworthy because it...
Portfolio Allocation Hypotheticals
When on the topic of investing, you will inevitably run into various ideals on portfolio construction. Some of the...
Chinese Risk Exposure Update
Sentiment has been increasingly turning negative on China this year. Three main developments I see at play are...