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Where Are We Now Part 2: The Greatest Capital Cycle in History
In part 1 we talked about the increasing stress on the consumer, and how the broad index seems to be ignoring it.
Oct 7
•
TJ Terwilliger
102
3
Where Are We Now Part 1: Main Street vs Wall Street
I’ve always thought that spending too much time on macroeconomics is a waste of time and energy.
Oct 5
•
TJ Terwilliger
114
1
Portfolio Update: October 2026
96% of the way to my goal...
Oct 5
•
TJ Terwilliger
79
2
1
September 2026
The 7 Deadly Sins of Investing (And How to Avoid Them)
Warren Buffett has spent over 70 years watching investors make the exact same mistakes over and over again.
Sep 30
•
TJ Terwilliger
93
2
1
💸 SCHD Shifts to Tech
Today is Dividend Day.
Sep 28
•
Compounding Dividends
101
1
1
Buying The Hidden Tollbooth in the Global Food Supply Chain
Walk down almost any aisle in your local grocery store, and you are looking at products made by a company you’ve probably never heard of.
Sep 26
•
TJ Terwilliger
61
2
The Second Quintile Strategy
5 Dividend Compounding Machines
Sep 23
•
TJ Terwilliger
71
💸 Damodaran On Why AI Growth Might Destroy Shareholder Value
AI and the related bottlenecks and infrastructure are still driving the market right now.
Sep 21
•
TJ Terwilliger
78
💸 Low Expectations Lead to High Returns
Today is Dividend Day.
Sep 14
•
Compounding Dividends
57
2
Best Buys September 2026
A new month, a new Best Buys List.
Sep 12
•
TJ Terwilliger
85
Buy-Hold-Sell List Update September 2026
👋 Howdy Partner,
Sep 9
•
TJ Terwilliger
73
1
💸 David Einhorn Was Right About Tesla. So Why Did He Lose Money?
I recently wrote a 3-part series on Terry Smith.
Sep 7
•
TJ Terwilliger
75
1
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