April 8, 2021
Dear friends, Have you ever dreamed of working in South Florida, yet never having time for the beach? Do Excel Macros get you excited? Do you enjoy reading 10-K’s until your eyes burn? Ever wanted to experience indentured servitude wages? Then we have a job for you!! The time has finally come—KEDM is hiring. There’s a lot of Alpha trapped out there and we Read More
Categories: General
Positions Mentioned:
April 7, 2021
Published by Kuppy at April 7, 2021
Categories
I’ve been trading stocks for two decades now. As time goes on, I get more attuned to my own gut feel—a gut feel that has been honed from countless mistakes along the way. I don’t know why, but when I have trouble sleeping, it is always about some position of mine. I play the scenarios over in my mind, I think it through, but Read More
Categories: Investments
Positions Mentioned: GBTC
March 29, 2021
Published by Kuppy at March 29, 2021
Categories
For the past few years, I have been critical of the Ponzi Sector. To me, these are businesses that sell a dollar for 80 cents and hope to make it up in volume. Just because Amazon (AMZN – USA) ran at a loss early on, doesn’t mean that all businesses will inflect at scale. In fact, many of the Ponzi Sector companies seem to Read More
Categories: Comments On Events
Positions Mentioned: GBTC
March 22, 2021
Published by Kuppy at March 22, 2021
Categories
Over the past few months, bonds have had one of their sharpest selloffs in history. This should be no surprise. JPOW and Yellen have been quite clear that they intend to create epic levels of inflation and shred bondholders. History is replete with paper currencies getting debauched. As a result, I expect that our clueless band of inflationeers will succeed beyond their wildest dreams—especially Read More
Categories: Investments
Positions Mentioned: Bitcoin, CNR, JOE
Trading “Project Zimbabwe…”