(BEWARE) All Eyes on Silver
I want to warn everyone of the dangers of confirmation bias – and this is a perfect example. It’s a textbook example of a crowd experiencing FOMO with a major injection.
February 5, 202111 min read
Archive
Research
“Sir, This is a Casino” – Shorts and What’s Next
The Birth of the Meme that Killed a Hedge Fund
January 29, 20219 min read
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.
January 22, 20216 min read
(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.
January 15, 20218 min read
Chaos Preparation
With the current and expected “digit printing” you would think that the “smart money” would be aggressively positioned in gold and silver. But they aren’t yet.
January 8, 20214 min read
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.
December 31, 20206 min read
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.
December 24, 20206 min read
Is Big Oil the New Tobacco?
Cigarettes have been an enormous source of tax revenue for the governments. Post-pandemic, governments are going to require new “alternative” sources of tax revenue.
December 18, 20205 min read
The Bitcoin Gurus Are Using a Flawed Formula
Nothing makes me happier than the math guys getting attention – except, of course, when the math is wrong.
December 11, 202038 min read
Bitcoin vs Gold – Part 1
Gold wasn’t the only thing that set a new all-time high this year. Bitcoin managed the same, punching its way back up to set a new record high of its own at $19,850.
December 4, 20209 min read
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.
November 27, 20209 min read
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.
November 20, 20207 min read
