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April 19, 2021

Trading “Project Zimbabwe…”

Published by Kuppy at April 19, 2021
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At the depths of the COVID crash, I began writing extensively about the equity market ramifications of unlimited fiscal and monetary stimulus. To start with, it was obvious that the equity markets would blast higher—as a result I strapped on as much exposure as I could stomach while remaining a responsible fiduciary. I was also early to recognize the massive influx of retail traders Read More
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January 7, 2021

Everyone Back In The Pool…

Published by Kuppy at January 7, 2021
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Yesterday, January the 6th, a motley band of MAGA, Antifa and what appears to be a Minotaur, entered Congress uninvited. They had no plan, no leadership, few allies and no clear agenda. They were united by anger and a desire to fix something that was obviously broken—yet impossible to fix without the buy-in of entrenched special interests. After spending a few hours pissing off Read More
Categories: Investment Strategy
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April 5, 2020

“Project Zimbabwe”

Published by Kuppy at April 5, 2020
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Roughly a month ago on the afternoon of Sunday, March 8th, Fed Chairman Powell had an emergency staff meeting. Powell: I want the nuttiest money printing plan ever. What action plans do we have that are prepared and ready to initiate? Admin: Well, we have this one named “GFC 2.0” Powell: Sounds tame and sedate. Won’t impress anyone. Admin: What about this one named Read More
Categories: Investments
Positions Mentioned: Gold
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