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Chase Bradley

Chase Bradley

chasesbradley.substack.comSource feed ↗8 episodes

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Read 11 days ago and current, but nothing has been published for 16 months.

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A Net-Net With Earnings, Growth, and Optionality

Over the past quarter, we’ve steadily built a position in this under-the-radar coffee company—drawn by a compelling mix of valuation, alignment, and untapped potential.

The Hidden Cost of a Strong Dollar

Understanding the Link Between the Trade Deficit and the Dollar’s Role

The Hidden Source of Real Returns

Surprisingly, many investments underperform over time—including bonds, stocks, and real estate.

What’s Changed—and What Hasn’t

Over the last 40 years, a lot of investment decisions were made under the same basic conditions: rates were trending down, asset prices were going up, and capital was cheap and easy to find.

Fiscal Policy

The Era of Fiscal Influence: Understanding the Shift in Economic Drivers

The Reallocation Beyond The 60/40

“The best investment you can make is in something you understand.” – Warren Buffett

5 Pillars of Asset Allocation

Jack Welch is often mentioned as one of the most well-known CEOs in modern business history.

The One Who Made It Out

We were made for heaven—not just a distant place, but a reality where humanity lives in perfect harmony with God and, through Him, with one another.