- Jan 17
- 8 min
A Record Breaker and A Broken Record
2022 overview and current update.
- Aug 1, 2022
- 9 min
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, 2021
- 9 min
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 13, 2020
- 7 min
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, 2020
- 9 min
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, 2020
- 5 min
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, 2020
- 8 min
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...
- Mar 29, 2020
- 6 min
Bull Market or Bull Trap?
Printing money out of thin air and buying assets without regard to price or value is easy. There is no genius in that. Opposable thumbs...
- Mar 21, 2020
- 5 min
Waterfalls
Last weekend I wrote that I hoped the recent market volatility would continue. I got my wish.
- Mar 15, 2020
- 5 min
Volatility Creates Opportunity
It’s been a long time since I’ve described my work attitude as “giddy”, but then last week came along. I love me a heaping dose of...