"When I was young and poor I dreamed of a having a big beautiful home and fancy cars. How life changes after 50... I just got a new toaster and it makes me so happy."
-- Mark Minervini
Hedge fund wizard: writing market magic in stealth mode, because even financial superheroes need a secret identity.
Monday, July 5, 2021
Crude Oil: Sub $100 Will Be Transitory
"I think the sub $100 per barrel crude oil prices we enjoyed since the 2014 oil price crash will turn out to have been transitory. Those low prices resulted from a strengthening U.S. dollar and a boom in domestic production due to fracking. Neither of those benign factors will return."
-- Peter Schiff
Tuesday, June 29, 2021
Inflation Keeps Pushing Crude Oil Higher
"High inflation keeps pushing the price of oil higher. So far today it's already hit $73.40, the highest price since October of 2018. Yet investors aren't buying gold because instead of looking at what's actually happening to oil, they believe the Federal Reserve that it's only transitory."
-- Peter Schiff, economist & investor
Monday, May 10, 2021
Bitcoin Will Be Outlawed If It Becomes Very Successful
Bitcoin will be outlawed if it becomes very successful. That's what history shows us.
Other topics covered:
- the state of the US Economy;
- the sustainability of the US Debt;
Tuesday, April 13, 2021
Investing: Identifying Opportunities
Highlights:
0:00:00 Welcome and context
0:02:40 The Jim Rogers way of identifying opportunities
0:07:16 What is your decision-making process like for investing?
0:10:15 What helps you understand what cycle are we going through now?
0:12:50 What mistaken beliefs are widely held right now?
0:14:51 What if governments can just keep printing money?
0:16:24 How does the MMT will end?
0:18:30 What looks inexpensive to you?
0:21:33 Thinking through the risks
0:24:01 What were the biggest opportunities through the pandemic?
0:28:05 What factors are you looking among the Asian countries?
0:31:21 How do you filter information?
0:32:56 What are the benefits of travel?
0:34:55 Is India interesting for investors?
0:35:37 What gets you most excited in the current markets?
0:36:29 Where can people find out more about you?
Monday, March 15, 2021
Q&A: Where Are Interest Rates Going?
Q: what you think about effects both in society and in investors life with potentially going into a longer term era of rising interest rates if you think that's where we're going?
Interest rates are going to be going higher for a long period of time and you will have a huge advantage if you can lock in rates now lock in that's the important word lock in make sure you not gonna get hurt if they go higher.
Investing Commentary: Real Estate, Agriculture and Inflation Risks
- real estate investing
- agriculture
- inflations risks and what to do about it
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