Oct 25, 20249 min read
It's Not the Grand Can'tyon
At the end of August, I found myself 24 miles deep into a Grand Canyon hike, climbing the North Rim, just about out of water, the summer...
Feb 25, 20248 min read
The First Rule of Performance Club...
There’s no better way to anger the investment gods than to brag about past investment performance and wax eloquently about assured future...
Jan 17, 20238 min read
A Record Breaker and A Broken Record
2022 overview and current update.
Jul 31, 20229 min read
Pestiferous Policy Portfolio
Time for a quick update on some of our favorite topics - bubbles, uranium, oil/gas, gold/silver, and now...Treasury securities.
Mar 2, 20219 min read
The Anecdote Phase
The small investor crashes the shindig and thinks he’s the life of the party as he pulls the last few drags from the cigarette butts on...
Sep 12, 20207 min read
This Little Piggy Went To Market
There are a handful of huge and grossly expensive stocks driving the market, and then there are the other 3450.
Jul 7, 20209 min read
The Missing Ingredient
This has never happened before. A bankrupt company in bankruptcy proceedings was attempting to sell more of its bankrupt stock to the public
Apr 20, 20205 min read
What Goes Up Must Come...Negative?
The May oil futures contract closed today at MINUS $38.39. Yes...minus, negative, less than zero. That's DOWN $56.66 for the day.
Apr 5, 20208 min read
Death of Oil?
There were a few of us analysts there, so we divvied up research responsibilities. I knew how to fill my gas tank...