Archives

Please click on a button below to jump straight to that category.
April 19, 2021

Trading “Project Zimbabwe…”


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
Categories: Comments On Events
Positions Mentioned:
January 7, 2021

Everyone Back In The Pool…


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
Positions Mentioned:
April 5, 2020

“Project Zimbabwe”


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
Scroll Up