I just saw a Larry Lepard post about Newmont being a double at $3,000 gold - but I had remembered some calculations I did awhile back in Excel on this. Let's face it, however, share prices are of value based... Continue Reading →
I'm writing this on the heels of my Tweet this morning on vacation about Ghana and using gold to buy oil. Brent Johnson has been doing some of his normal talk about how he's right and we're wrong, and I... Continue Reading →
I don't relish what is coming. I've prepared for it now for a few years, and because of this, feel "mostly" prepared. I think this cycle I might be ok, but you never know in the tech field. I mention... Continue Reading →
I wrote something a few days ago on Twitter after I was considering my apple analogy below. The thinking was, "if they could now just increase energy supplies, this should more or less neutralize a lot of inflation we are... Continue Reading →
All - for those of you who do NOT know, I have worked in the tech industry for about 27 years now. I have spent many late nights in a server room in the 2000s migrating servers to virtual servers.... Continue Reading →
I am a HUGE fan of Steve St. Angelo. He might not know it from some of my follow up questions on Twitter on some things. This piece is a discussion about a lot of what he says - and... Continue Reading →
I wanted to write this to capture my logic here after a spirited discussion last night. I want people to understand my frustration with not being understood to a clearer degree, as the Twitter 140 or so character limit doesn't... Continue Reading →
I've given up putting a timeline on all of this, as it has become a fool's errand. But in my alternate life, where I get paid to do things - unlike this - which is a passion project, I have... Continue Reading →
I cannot compete with Taylor Dart at Seeking Alpha with his analysis of the sector. While I find him maddening to say the least, he looks at things in depth and has an angle I often disagree with - but... Continue Reading →
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