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Renaissancemen.org

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inflation

How to make money – part 3 – Planting seeds

I tell the story often of when I was 23 and an IT tech at the Vanguard Group of Mutual Funds, I had gone to a "principal's" office (they are like section managers) and was there for about an hour... Continue Reading →

A possible MASSIVE deflation is coming – and this can be really good for Americans

I have spent the last 5 years deeply entrenched in the financial system - and because of this, I did very well with some assets going through the roof and being able to take profits from some investments and then... Continue Reading →

My investment philosophy – I want to buy yield-bearing assets

I'm writing this today for anyone out there who isn't particularly savvy about investing, and wants an idea of a philosophy of investing. You should work with your financial advisor on what is right for you, but the problem is, none... Continue Reading →

Rates will be higher for longer – kinda. Sorta.

I am an amateur macro strategist - whatever the hell that means. It's a hobby for me. I have never been paid to do any kind of work like this. And with this, I'm very aware I don't know what... Continue Reading →

Why 2030 will be an important year for me and you – and gold

Silver squeeze in 2021 was something. I made a 5x on some AG calls I cashed out, and with it, and an interesting roller coaster ride up and down in a day. Many of us calling for $50 silver were....early.... Continue Reading →

The crazy risk of….deflation?

I saw this chart a few days ago and had some trouble re-locating it for this article. But I found an older version that has 4.9% for April and 3.2% for June, estimated. I also colored in red what may... Continue Reading →

The math of the housing market problem to come

I wasn't planning on writing an article about this, but I was Tweeted by Happy Hawaiian before bed last night. I didn't take a look, as the 3-year-old little monster wiped me out. Daddy needed a drink yesterday 🙂 So... Continue Reading →

Top 21 theories I have been cooking up

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 →

My 2023 macro forecast

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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