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 moreWhen investors approach the market for the first time, they tend to think they’re going to find some magic button that unlocks the secrets of trading and investing success. They spend time studying chart patterns. They dive deep into roundtable…
Learn moreAsk anyone. Nobody does that fuddy-duddy crap anymore. It’s boring as hell and doesn’t work. Barron’s has written about the death of value investing… so has the Wall Street Journal. Even some of the value guys think that value doesn’t…
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