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 →
I wanted to share some charts I saw recently, and link some discussions which I feel are very relevant to where we are, and where this is going. Currently, these charts signal my mood. And then Tavi's chart which essentially... Continue Reading →
Don Durrett just asked this on Twitter. I'd like to first start off and classify my feelings... Laser eyes and Saylor level investment in bitcoin - this is cult-like behavior that, as part of the business model needs to get... 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 →
Many months ago - we all heard "the fed is trapped!". I believe it - I still do, to an extent, but I think many people predicated this on the cost of interest on the debt going sky high, leaving... Continue Reading →
I love listening to Don on the shows. One thing I like about him is he's an ideas guy. Many of the other guys you listen on the shows are fund managers, wall street pros, etc. Don has an IT... Continue Reading →
Let's have a little fun - and with this, I'd like to explore $300 silver. I once heard $300 silver by the end of the decade and thought it was comical. Here, I go into how it is possible -... Continue Reading →
I read an article by Jonathan Margott yesterday here where he pointed to lower gold prices ahead. He seems convinced of it. I disagree with his conclusions and I'd like to ask questions here and point out where he and... Continue Reading →
(updated 10/30 0600) I initially quickly wrote this up on a lunch break but wanted to add a little more. This article was inspired by a conversation I had on Twitter this morning while caring for a sick child napping... Continue Reading →
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