December 15, 2016
Published by Kuppy at December 15, 2016
Categories
Back in August, I noted that oil looked to be making a right shoulder and that I was buying a basket of oil service companies as many of these companies, particularly in the offshore service, space traded at tiny fractions of NAV. Since then, most of my basket made new lows before rallying strongly in the past few weeks. The companies in my basket are now Read More
Categories: Investments
Positions Mentioned:
December 1, 2016
Published by Kuppy at December 1, 2016
Categories
When the Central Bankers started printing money in 2009, I knew they wouldn’t be able to stop before they took things to an unimaginable extreme. When you’re in government and your policy isn’t working, you keep pushing harder—like your career is at stake if you fail. When China embarked on a massive infrastructure binge to re-ignite economic growth in 2008, it was obvious that Read More
Categories: Investments
Positions Mentioned:
November 6, 2016
Published by Kuppy at November 6, 2016
Categories
Over the years, I’ve been involved with businesses all around the world, yet America remains special for its unique “system” where multiple interlocking and counterbalancing forces, guarantee that you will be treated fairly. It doesn’t have corrupt civil servants or police extorting you. Instead, if someone does something illegal, you march yourself up the chain of command until you find someone who takes your Read More
Categories: Comments On Events
Positions Mentioned:
October 19, 2016
Published by Kuppy at October 19, 2016
Categories
Recently, my good friends Chris Mayer and Chris MacIntosh “Chris Squared” had a chat on a number of topics that I feel strongly about. In particular, they chatted about how passive investing has created opportunities (more about this in the future) along with much more… Click here for the conversation Categories: Comments On Events Positions Mentioned: none To receive email updates on new posts, Read More
Categories: Comments On Events
Positions Mentioned:
Believe In America (Part I)