Kip McCauley
@kipmccauley.bsky.social
Value Investor. Fractional CFO. Have fun on @SkippyDoogles pod. Microblog: investing/finance/sports/business. #straightcashhomie
Pinned
Kip McCauley
@kipmccauley.bsky.social
· Nov 27
Doing work you enjoy, with people you respect, is a great gift.
Opinion | Trump’s Tariffs Make Absolutely No Sense
Opinion | Trump’s Tariffs Make Absolutely No Sense
The president has many arguments for tariffs. They’re all wrong.
www.nytimes.com
March 31, 2025 at 3:50 PM
Opinion | Trump’s Tariffs Make Absolutely No Sense
Finance books no one talks about that you should read:
-The Wealthy Barber (Chilton)
-Simple Wealth, Inevitable Wealth (Murray)
-Die With Zero (Perkins)
-Buying a Small Business (Ruback, Yudkoff)
-The Wealthy Barber (Chilton)
-Simple Wealth, Inevitable Wealth (Murray)
-Die With Zero (Perkins)
-Buying a Small Business (Ruback, Yudkoff)
March 14, 2025 at 2:15 AM
Finance books no one talks about that you should read:
-The Wealthy Barber (Chilton)
-Simple Wealth, Inevitable Wealth (Murray)
-Die With Zero (Perkins)
-Buying a Small Business (Ruback, Yudkoff)
-The Wealthy Barber (Chilton)
-Simple Wealth, Inevitable Wealth (Murray)
-Die With Zero (Perkins)
-Buying a Small Business (Ruback, Yudkoff)
Worth posting monthly… (it’s surprisingly easy to forget)
March 1, 2025 at 2:18 PM
Worth posting monthly… (it’s surprisingly easy to forget)
Used cars = big bank accounts
February 24, 2025 at 2:54 PM
Used cars = big bank accounts
We are better together, my friends.
The U.S. must avoid isolationism — a path to nowhere
The scariest aspect of the Trump presidency is that he promotes unpredictability and disruption as his principal techniques of governance and especially foreign policy.
buff.ly
February 6, 2025 at 2:23 AM
We are better together, my friends.
Deep thoughts: getting in great shape is great fun.
January 30, 2025 at 8:53 PM
Deep thoughts: getting in great shape is great fun.
Reposted by Kip McCauley
“Cryptocurrency memecoins are not assets and do not posses any intrinsic value and do not have utility. Memecoins are for entertainment purposes only and should not be considered an investment, currency or something of value.”
January 19, 2025 at 11:32 PM
“Cryptocurrency memecoins are not assets and do not posses any intrinsic value and do not have utility. Memecoins are for entertainment purposes only and should not be considered an investment, currency or something of value.”
Imagine not liking the snow!
January 19, 2025 at 6:51 PM
Imagine not liking the snow!
There are very few things that I hate as much as a stock with:
negative Tangible Book Value.
negative Tangible Book Value.
January 17, 2025 at 9:39 PM
There are very few things that I hate as much as a stock with:
negative Tangible Book Value.
negative Tangible Book Value.
“Moderate drinkers tend to be richer, healthier, and more social, while nondrinkers are a motley group that includes people who have never had alcohol (who tend to be poorer), people who quit drinking alcohol because they’re sick, and even recovering alcoholics.” https://www.theatlantic.com/ideas/a…
Is Moderate Drinking Okay?
“Every drink takes five minutes off your life.” Maybe the thought scares you. Personally, I find comfort in it.
buff.ly
January 16, 2025 at 9:52 PM
“Moderate drinkers tend to be richer, healthier, and more social, while nondrinkers are a motley group that includes people who have never had alcohol (who tend to be poorer), people who quit drinking alcohol because they’re sick, and even recovering alcoholics.” https://www.theatlantic.com/ideas/a…
PSA for the Colorado crowd (that doesn’t have kids in school). Book these flights to Dublin for $377 round trip.
January 16, 2025 at 3:37 AM
PSA for the Colorado crowd (that doesn’t have kids in school). Book these flights to Dublin for $377 round trip.
Not nearly as crazy as I thought.
1. Everyone in Greenland becomes a millionaire.
2. America gets a ton of natural resources… 43 of the 50 of most critical resources… and increased national security.
All for 1/12th of our annual defense budget.
https://www.economist.com/finance-and-economics…
1. Everyone in Greenland becomes a millionaire.
2. America gets a ton of natural resources… 43 of the 50 of most critical resources… and increased national security.
All for 1/12th of our annual defense budget.
https://www.economist.com/finance-and-economics…
An American purchase of Greenland could be the deal of the century
The economics of buying new territory
buff.ly
January 14, 2025 at 1:44 AM
Not nearly as crazy as I thought.
1. Everyone in Greenland becomes a millionaire.
2. America gets a ton of natural resources… 43 of the 50 of most critical resources… and increased national security.
All for 1/12th of our annual defense budget.
https://www.economist.com/finance-and-economics…
1. Everyone in Greenland becomes a millionaire.
2. America gets a ton of natural resources… 43 of the 50 of most critical resources… and increased national security.
All for 1/12th of our annual defense budget.
https://www.economist.com/finance-and-economics…
You seriously need to buy this stuff kiprun.com
January 12, 2025 at 4:17 PM
You seriously need to buy this stuff kiprun.com
How to Pay Next-to-Nothing in Taxes During Retirement
How to Pay Next-to-Nothing in Taxes During Retirement - A Wealth of Common Sense
A closer look at harvesting long-term capital gains.
buff.ly
January 10, 2025 at 7:51 PM
How to Pay Next-to-Nothing in Taxes During Retirement
I’m going to start saying:
“stock prices are inconsistent with historical norms”
rather than
“it’s a bubble” 😂
“stock prices are inconsistent with historical norms”
rather than
“it’s a bubble” 😂
January 10, 2025 at 5:08 PM
I’m going to start saying:
“stock prices are inconsistent with historical norms”
rather than
“it’s a bubble” 😂
“stock prices are inconsistent with historical norms”
rather than
“it’s a bubble” 😂
I love the coach interviews where they tell us the key to the game is to score a touchdown on 3rd and goal, from the two. Who knew?!
January 10, 2025 at 1:27 AM
I love the coach interviews where they tell us the key to the game is to score a touchdown on 3rd and goal, from the two. Who knew?!
If you build things of value, people will be willing to PAY for them!
(Too many businesses think “free” is a gateway to long-term profit… it usually isn’t)
(Too many businesses think “free” is a gateway to long-term profit… it usually isn’t)
January 9, 2025 at 3:56 PM
If you build things of value, people will be willing to PAY for them!
(Too many businesses think “free” is a gateway to long-term profit… it usually isn’t)
(Too many businesses think “free” is a gateway to long-term profit… it usually isn’t)
“The four largest Nordic countries account for about 1% of the world’s GDP and 0.3% of its population.”
www.economist.com/business/202...
www.economist.com/business/202...
Why are Nordic companies so successful?
From Lego to Novo Nordisk, many of Europe’s top firms come from the region
www.economist.com
January 3, 2025 at 11:39 PM
“The four largest Nordic countries account for about 1% of the world’s GDP and 0.3% of its population.”
www.economist.com/business/202...
www.economist.com/business/202...
I can’t understand anyone seeing this chart and thinking they should buy more large cap US stocks.
January 3, 2025 at 1:11 AM
I can’t understand anyone seeing this chart and thinking they should buy more large cap US stocks.
2035: An Allocator Looks Back Over the Last 10 Years
“Finally, we are sticking with Fartcoin. You have to dance with the one that brung ya! You will have to pry our Fartcoin from our cold dead bums.” :)
www.aqr.com/Insights/Per...
“Finally, we are sticking with Fartcoin. You have to dance with the one that brung ya! You will have to pry our Fartcoin from our cold dead bums.” :)
www.aqr.com/Insights/Per...
2035: An Allocator Looks Back Over the Last 10 Years
Well, sitting here in the year 2035 and looking back at our endowment’s returns for the last decade is not a pleasant task. World markets have been subpar and our performance relative to world markets...
www.aqr.com
January 3, 2025 at 12:25 AM
2035: An Allocator Looks Back Over the Last 10 Years
“Finally, we are sticking with Fartcoin. You have to dance with the one that brung ya! You will have to pry our Fartcoin from our cold dead bums.” :)
www.aqr.com/Insights/Per...
“Finally, we are sticking with Fartcoin. You have to dance with the one that brung ya! You will have to pry our Fartcoin from our cold dead bums.” :)
www.aqr.com/Insights/Per...
Kicking off Bluesky with a few research recommendations. Mostly big names (surprisingly) at some intriguing prices:
$NKE
$NKE
November 27, 2024 at 11:30 PM
Kicking off Bluesky with a few research recommendations. Mostly big names (surprisingly) at some intriguing prices:
$NKE
$NKE
Doing work you enjoy, with people you respect, is a great gift.
November 27, 2024 at 11:28 PM
Doing work you enjoy, with people you respect, is a great gift.