The dollar dilemma… skin in the game… the Democratic National Convention (DNC) drama… and departures from the Old Union. I took a little heat from some friends of mine after I said I’d be willing to leave the country if…
Learn moreThanks to the nature of modern media… it’s nearly impossible to clone the trades of the old guard profitably. In a world of instant reporting, as soon as someone — especially someone like Warren Buffett — makes a move in…
Learn moreThe Black Swan right under our noses… Saying farewell to New York City… California rock slides… Introducing the Florida Republic… and my strategy for the road ahead The Black Swan Wasn’t the Virus. The Black Swan Was The Response. My…
Learn moreWarren Buffett just bought a gold stock. During the second quarter of 2020, Buffet purchased $20 million worth of Barrick Gold (GOLD). This is remarkable because, for his entire career, Buffett has cautioned against buying gold and other precious metals….
Learn moreAs we have previously discussed, following Private equity investors is a method that can lead to outsized returns. Specifically when Private equity investors push a company to pay down its debt. This morning we saw a perfect example of this…
Learn moreIt was a good run. Since the end of World War II, the world’s most respected currency was the U.S. dollar (USD). If someone wanted to peg their currency value to keep their economy stable, they pegged it to the…
Learn moreThe world has gone crazy – stark raving mad. 2020 was supposed to be a nice quiet little year with modest economic growth and a gently rising stock market, according to all the economists, pundits, gurus, and government talking heads….
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