Archive
Search By DateSearch By Keyword
Date
2023August
The Walking Dead: US Government Edition
Posted July 31, 2023
These people won’t age out - they’re coming out feet first.
A Super-Size Friday Mailbag!
Posted July 28, 2023
Sorry for the delay, but the world was moving fast!
In the UK, Debanking is Destroyed
Posted July 26, 2023
Americans need to take heed of Nigel Farage’s struggle with NatWest.
Fed Up to 5.50%?
Posted July 26, 2023
It’s a done deal, but is the Fed done?
These Comments Reveal Biases About Russia
Posted July 24, 2023
Marcus Aurelius was right: understand things from first principles.
Why Europe is Turning Right
Posted July 24, 2023
The current policies are a complete failure.
Another Awesome Friday Mailbag
Posted July 21, 2023
Some super feedback and questions to answer!
Throwing BRICS Through Wall Street’s Windows
Posted July 20, 2023
Jim Rickards says King Dollar's days are numbered.
Biden Calls Up The Troops
Posted July 19, 2023
In a clear escalation, Joke Biden readies your kids for Ukraine.
Biden Talks Turkey To Get Sweden Into NATO
Posted July 18, 2023
Who needs F-16s when you can get a bailout?
A Long Weekend in NYC
Posted July 17, 2023
Walking around midtown was hot, sweaty, and fun.
It’s Disinflation, Not Deflation.
Posted July 13, 2023
Yes, inflation isn’t as high as it was before. But it’s not reversing.
Hedge Funds: Everything You Need to Know
Posted July 13, 2023
Hedge Funds: Everything You Need to Know
On Orioles and Areolas
Posted July 12, 2023
"Simon, you mean like in Indiana Jones and the Temple of Doom?"
A Tuesday Mailbag
Posted July 11, 2023
Sicily and gold dominate the mailbag.
Thou Shalt Not Steal
Posted July 10, 2023
The USG and UKG stole Russian assets. Now, China won't sell the US certain metals and the UK is shutting down more bank accounts.
China Curbs Metal Exports to U.S.
Posted July 07, 2023
CCP says, “You’re not the boss of me!” to USG.
Sicilian Treats
Posted July 06, 2023
The largest island in the Med is well worth the journey.
June 2023: Monthly Asset Class Report
Posted July 05, 2023
We had a big SPX rally after Jay Powell skipped a rate hike.