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Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work. On November 24, 1991, Freddie Mercury, lead singer of Queen, died from AIDS-related complications.  Born Farrokh Bulsara on September 5, 1946, in Zanzibar (now part of Tanzania), he is remembered as one of the most iconic and influential figures in rock music history. He was of...

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work. On November 12, 1990, Tim Berners-Lee published a formal proposal for the World Wide Web, which would revolutionize information sharing and communication worldwide. In 1989, while working as a software engineer at CERN (the European Organization for Nuclear Research) in Switzerl...

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work. On November 10, 1775, The United States Marine Corps was founded, with the first recruiting office at Tun Tavern on Water Street in Philadelphia. The Continental Congress authorized the formation of two battalions of Marines to serve as a landing force for the Continental Navy....

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work. On October 31, 1517 – Martin Luther allegedly nailed his 95 Theses to a church door in Wittenberg, Germany, sparking the Protestant Reformation.        Formally titled Disputation on the Power and Efficacy of Indulgences, it was a revolutionary document that sparked the Protesta...

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work. 👨‍👩‍👧‍👧History Lessons Podcast: Your Family History Shapes Your Financial Mindset. 📚With Roni Robbins, Author of Hands of Gold, One Man's Quest to Find the Silver Lining in Misfortune. RONI ROBBINS is a freelance reporter for The Atlanta Journal-Constitution and Medscape/We...

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work. On October 21 (1805), at the Battle of Trafalgar, British naval hero Admiral Horatio Nelson defeated the combined fleets of France and Spain, ensuring British naval supremacy.        The British Royal Navy, under the command of Admiral Horatio Nelson, faced off against the combi...

Thanks for reading History Lessons for the Modern Investor! This post is public so feel free to share it. On October 15, 1815, Napoleon Bonaparte is exiled to the remote island of Saint Helena, where he spends the last six years of his life. He probably should have seen that coming since the very same week (October 19th) marked his retreat from Moscow three years earlier. Born in 1769 on the islan...

Thanks for reading History Lessons for the Modern Investor! This post is public so feel free to share it. 🗓️On October 12th, 1810, the first-ever Oktoberfest was held in Munich, Germany, to celebrate the wedding of Crown Prince Ludwig of Bavaria and Princess Therese of Saxe-Hildburghausen.          Back then the citizens of Munich were invited to partake in the royal wedding festivities, which inc...

Thanks for reading History Lessons for the Modern Investor! This post is public so feel free to share it. Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work. On October 1, 1975, The Thrilla in Manila, the third and final boxing match between Muhammad Ali and Joe Frazier, was held in the Philippines.     The fight was regarded as...

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work. The History Lessons Podcast is evolving! Enjoy “This Week in History,” and tune in for the HL4TMI Pod… interviews with history writers and makers. The Episode 🚦 Become A Better Historian (and Investor) While Sitting in Traffic-With Rebecca Bratspies is out now. See it here: htt...

Rebecca is a Professor at CUNY School of Law, where she is the founding director of the Center for Urban Environmental Reform.  She is perhaps best known for The Environmental Justice Chronicles—her EPA award-winning environmental-justice comic books made in collaboration with artist Charlie LaGreca-Velasco.  Her new project, The Earth Defenders (sponsored by the United Nations Environmental Progr...

Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work. The History Lessons Podcast is evolving! Enjoy “This Week in History,” and tune in for the HL4TMI Pod… interviews with history writers and makers. The Episode 🐺The Wolves and the Greyhounds with Robert Schreiner is out now.  https://hl4tmi.substack.com/p/history-lessons-podcast...

On September 14th, 1752, the British Empire adopted the Gregorian calendar, skipping 11 days from September 2 to September 14 to align with most of Europe. The Gregorian calendar was introduced by Pope Gregory XIII in 1582 to reform the Julian calendar, which had been in use since 45 BCE. Established by Julius Caesar, it set the year at 365.25 days, with a leap year every four years. However, the...

The History Lessons Podcast is evolving! Enjoy “This Week in History,” and tune in for the HL4TMI Pod… interviews with history writers and makers. The Episode 🐺The Wolves and the Greyhounds with Robert Schreiner is out now. Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work. 🎯Patrick Huey is a small business owner and the autho...

🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick works with families and non-profit organizations. He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy® and an Accredited Tax Preparer. He earned...

ROBERT SCHREINER is a former CIA Intelligence Officer. After leaving government service, he embarked on a subsequent career as a consultant and executive in the global private security industry. He is an avid amateur military historian who has traveled the world, routinely sneaking in side-trips to visit ancient fortifications and battlefields. He lives in the Blue Ridge Mountains of Tennessee wit...

 The History Lessons Podcast is evolving! I hope you will continue to enjoy “This Week in History” for frequent updates. Stay tuned for interviews with history writers and makers when the rebooted podcast launches later this fall. August 19, 1848 - The New York Herald reported the discovery of gold in California, igniting the Gold Rush and a massive migration to the western United States. The Cali...

The History Lessons Podcast is evolving! I hope you will continue to enjoy “This Week in History” for frequent updates. Stay tuned for interviews with history writers and makers when the rebooted podcast launches later this fall. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hl4tmi.substack.com

The History Lessons Podcast is evolving! I hope you will continue to enjoy “This Week in History” for frequent updates. Stay tuned for interviews with history writers and makers when the rebooted podcast launches later this fall. 🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As...

 🗓 6 24 2024 🎙️In this episode, we stay up late with the summer solstice and highlight the increasing light apparent in the economic data.   🕓Then it is back to the 60s for an intercontinental peace-and-love-fest that (sort of) changed the world.  📫 Finally, we discuss more about equity compensation and what to know about your stock options.  🎯Patrick Huey is a small business owner and the auth...

🗓 6 17 2024 🎙️In this episode, we raise a toast to the twins Castor and Pollux.  🕓Then it is back to the 19th century to meet America’s first millionaire.  📫 Finally, we discuss equity compensation and what to know about your restricted stock.  🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work...

🗓 6 10 2024 🎙️In this episode, school is out for summer with hard lessons to come.   🕓Then it is back to the dawning of the First World War to learn about strategy and tactics.  📫 Finally, we discuss how to review your investment accounts and what you should be looking for.  🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated re...

🗓 6 3 2024 🎙️In this episode, we uncover just why Fed policy has become so integral to the daily news cycle and trading strategies.   🕓Then it is back to the Day of Days for the invasion of Normandy and a lesson in improvisation.  📫 Finally, we discuss how to plan for and manage healthcare in retirement. 🎯Patrick Huey is a small business owner and the author of two books on history and finance...

🗓 5 20 2024 🎙️In this episode, we join Chairman Jerome Powell for Take a Taxpayer to Work Week, where we’ll walk a mile in his well-worn shoes.   🕓Then it is back to the dawning of the Dow Jones Industrial Average, fresh off its surge to 40k.  📫 Finally, we discuss the funding of Social Security and what it means for timing your benefit decision.  🎯Patrick Huey is a small business owner and the...

🗓 5 13 2024 🎙️In this episode, we take a break from the data to discuss our brain’s inability to cope with modern life as part of Mental Health Awareness Month.   🕓Then it is back to the first Republican national convention to create a team of rivals who don't engage in Confirmation Bias.  📫 Finally, we discuss the pros and cons of rolling over your old employer retirement accounts.  🎯Patrick H...