Look - I'm writing this not for you to mimic what I'm doing, but to point out where I think we are, and what might be ahead in the near term. I'm seeing mixed signals right now, and I think... Continue Reading →
"Buy it all, today". I believe those short may need to start buying back their shorts, damn near immediately. I could be very wrong with this, so don't go posting this everywhere. This is an academic exercise that is walking... Continue Reading →
I once lived in a condo about 20 minutes outside of Philadelphia in a town called King of Prussia, which was right next to Valley Forge. When I lived there, I lived so close to my job at Vanguard Group... Continue Reading →
I can guarantee you I get terrible views on this, as a LOT of my international readers love to hear about the decline of the US, and the decline of the dollar - but in this piece, I'm going to... Continue Reading →
I mention here above all that I appreciate the ability for people to formulate theories and back it up with data/information. It takes a lot of guts to put things like that out there. Many look at things through a... Continue Reading →
This is something quick I'm whipping up to get the Excel and idea to paper. I had a background in quality control in IT services, and I had remembered statistical process control I had used for a bit 20 years... Continue Reading →
This one has bothered me the last two days. I think it's "the real deal" this time, but I think we all saw what happened with Ukraine and the fear play. Gold skyrocketed, the miners followed. Then - everything seemed... Continue Reading →
They say, "The pen is mightier than the sword". I say, metaphorically, "EN GUARDE!!" Note: I am only writing this after 9 or 10 calls to Terminix and as a second to last ditch effort after 2 weeks of getting... Continue Reading →
Almost 3 years ago, a few months into COVID, I had an epiphany - "if people can successfully telework, what effect does that have on commercial real estate? Not good." This is the link to my July 2020 thoughts on... Continue Reading →
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