October 3, 2024 | Sentiment
The people at the Federal Reserve keep telling me that we are headed into a recession. I don’t see it!
Read more
September 19, 2024 | Risk
A couple of weeks ago, I wrote about how I thought the bottom in commodities was near. I think it happened.
Read more
August 15, 2024 | Risk
I think we have heard enough about the yen carry trade, although that was certainly a contributing factor. Fine, we will rehash it here…
Read more
May 23, 2024 | Sentiment
Gold is in a bull market. This is a fact. Act accordingly.
Read more
July 26, 2023 | Sentiment
We all know that it is dang near impossible to beat the market over any extended period. We all know that we are better off in index funds.
Read more
July 19, 2023 | Sentiment
I have had about 10–12 interns over the years, and I have taught a lot of college students, and occasionally I have smart interns or smart college students, but the one thing that absolutely cannot be taught is the killer instinct. You either have it or you don’t. You either have the insatiable desire to succeed or you don’t.
Read more
1 2 >