I'm really not a doom and gloomer. However, in my "normal" portion of my trading account, it's about half gold and silver miners or so where my expectation is, that over time, the PMs will gain a lot of value... Continue Reading →
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 →
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 →
I'm not a banking insider, and while I have the business education to write about this stuff, I am on the periphery of these industries and have to do intense research to understand a lot of the macro bells and... Continue Reading →
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