Stranger Than Fiction
Each December, as most of us prepare to celebrate the holiday season, Wall Street luminaries deliver their outlooks for the…
Piling On The Fed… The Price of Bubblenomics
You probably know by now that I tend to do things in an unconventional way. Publishing Bubble 3.0 via Substack…
Important Message
Below is a re-send of this message, which originally posted yesterday but has since been updated to include the correct…
Positioning Recommendations – March 11th, 2022
There are times when it’s relatively easy to be an investor. This is definitely not one of them! For years,…
Why China Will Not Save Russia
Not long before Russia invaded Ukraine, Xi Jinping and Vladimir Putin met in Beijing and declared the friendship between their…
The Sting
1image {“align”:”right”,”id”:12507,”width”:236,”height”:132,”sizeSlug”:”large”,”linkDestination”:”custom”} –> You asked for it, you got it! In this case, that old Toyota tagline doesn’t apply to…
Positioning Recommendations – March 4th, 2022
Will the nightmares ever stop? After two years of coping with a global pandemic, humanity is now faced with images…
The Semi Shortage Faces New Headwinds
Semiconductors have been described as “the brains of modern electronics.” The small but powerful chips are a critical component to…
Is the Buyback Bubble Ready to Burst?
1image {“align”:”right”,”id”:12474,”width”:180,”height”:100,”sizeSlug”:”large”,”linkDestination”:”custom”} –> This introduction to the latest chapter of Bubble 3.0 gives me the opportunity to highlight one of…
Positioning Recommendations – February 25th, 2022
The tanks roll, oil rolls over, and tech roars back! This is not exactly what a rational investor would have expected…