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July 13, 2020

You’re Probably Gonna Get It…


At this site, I’ve never shied away from unpopular truths—in fact, I think that shining light upon them is vital to logical thought and solid investment returns. With that out of the way, I’m going to dive into the klusterfukety global government response to COVID-19. Oddly, despite science being fact-based, each country charted its own path—showing that the pandemic itself is a political adventure ... Read More
Categories: Comments On Events
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February 24, 2020

Extreme Complacency…


A few years back, I read an incredible white paper regarding investor complacency in the final weeks leading up to the First World War. Archduke Ferdinand was assassinated, global powers were trading demands, with the threat of war and investors didn’t care. As the crisis heated up and the armies began to mobilize, investors still were in a fantasy world. Back then, bonds were ... Read More
Categories: Comments On Events
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