I have written a few hundred grad school papers in over 6 years across 2 graduate degrees. One in business administration, the other in cybersecurity. I could posit that degrees like this do not make you "smart". Nor, do they... Continue Reading →
I got into a tussle the other night with a Twitter friend. It was nothing against him, AT ALL - but the markets. I was venting about the COMEX smashes in silver I was seeing, again - but this time... Continue Reading →
I've been going back and forth with some Milkshake disciples, and I can't answer back in 140 characters. I need to explain the mechanics of this, or my head is going to explode. First and foremost, I do not doubt... Continue Reading →
I saw someone I like and respect do a video recently about how bitcoin may not have intrinsic value, but neither does anything else - including gold. It got my wheels spinning to the point where I thought about it... Continue Reading →
As usual, this is not financial advice - merely to educate you on what I'm seeing. I'll look at the con side first, and then show you why I jumped in bigly last week with a trade, and how I... Continue Reading →
// TLDR for the squirrels... I have written extensively the past few weeks about commodities. They are fascinating to me - I mostly like the stuff you dig out of the ground, but I've spent a few hours now pouring... Continue Reading →
"Commodities are collateral. Collateral is money" - Zoltan Pozsar (I said it first, in 46,000 words though. He summarized my thoughts more precisely) Brent Johnson has a "milkshake theory" and he's known for that now, for better or worse. You... Continue Reading →
I have been saying they are for about two years now - and have gotten quite the push back. "money needs to be FUNGIBLE and DIVISIBLE!". In my video series nearly 2 years ago, I made note of the definition... Continue Reading →
I made a ton of good calls for 2022, which I will highlight below quickly before getting into my 2023 view. I wanted to do this to get my thoughts down on paper so I'm on record. Unlike some out... Continue Reading →
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