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March 22, 2021
Published by Kuppy at March 22, 2021
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 MorePositions Mentioned: Bitcoin, CNR, JOE
August 17, 2020
Published by Kuppy at August 17, 2020
I am known as a guy who gets infatuated with a handful of stocks or sectors at a time. I let the subconscious drive me, and as my interest level expands, so does my position sizing. The objective is to take a few highly concentrated shots on goal each year; where I can size up and risk almost nothing by catching the precise inflection-point
Read MorePositions Mentioned: GBTC
