Macro

“Sir, This is a Casino” – Shorts and What’s Next

The Birth of the Meme that Killed a Hedge Fund

Tik-Tok… Beware of a Bond Bomb

A bull market can make an average or even rookie investor feel smarter than a Wall Street or Bay Street vet. But buyer beware and prepare.

(The FOMO Indicator) “We’re near the edge of playing with fire”

This one book really helped me understand the thought process of Charlie Munger. It’s over 400 pages of brilliance in a fun and easy format. I’ve read this book more than any other book.

Is 2021 the Death of Fiat Currency?

If you didn’t put your cash to work in 2020, then you’re fighting the tide ignited by the Fed.

Behind the Scenes on the Base Metals Boom

Investors love chasing stories that are on the front page. But it’s the ones on the back pages that get no love that have the most upside.

Gold and Silver Melt, or Meltdown?

Then the generalist funds were quick to move and locked in their gains in gold stocks post vaccine news.

A Guide to ESG Investing and How Much Money is at Stake

There is another motive at play than just chasing big profits, Investing in ESG companies and funds makes you look good.

Blue Wave, Red Surge, Either Way the Road is Gold

While candidates ran on different platforms and ideologies, both had one agenda item in common: Spend money, and lots of it.

The Investor’s Biggest Problem and His Worst Enemy

Maybe other fund managers and newsletter writers have a mystic ability to buy only once and be set. But experience has taught me the best results have been from buying in tranches.

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