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2023July

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!

Fed Up to 5.50%?

Posted July 26, 2023

It’s a done deal, but is the Fed done?

In the UK, Debanking is Destroyed

Posted July 26, 2023

Americans need to take heed of Nigel Farage’s struggle with NatWest.

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.

Hedge Funds: Everything You Need to Know

Posted July 13, 2023

Hedge Funds: Everything You Need to Know

It’s Disinflation, Not Deflation.

Posted July 13, 2023

Yes, inflation isn’t as high as it was before. But it’s not reversing.

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.