Or, is life on earth damned by the curse of innumeracy? A large fraction of an almost entirely innumerate population in the western world has been indoctrinated into the modern-day dogma that humans can convert all fossil fuel usage to… Read More »Over a barrel? Go nuclear!
Better than money in the bank (2024-Apr-05) Recently, gold prices have been on a tear. Over the years, like other commodities, gold price has huge run ups followed by big drops. With gyrations like that, why would an “investor” own… Read More »is owning gold worth the risk?
Another Possible Contagion Coming Out Of China. (2024-Jan-31) A court in Hong Kong has approved the bankruptcy of Evergrande, one of the largest real estate developers in China. One might wonder how is bankruptcy a concept under a communist regime?… Read More »What is the financial equivalent of tp? Gold
ALL Inflation Is “Transitory”! It is not difficult to plausibly argue that, certain positives notwithstanding, the existence of central banks (through its ever expanding reach and magnitude of interference in free-markets) is also a major contributant to the structural problems… Read More »Chart Of The Decade
(posted 2023-Sep-11) Why should one take a risk on stocks when the same return (or better!) is available risk-free? It does not get any simpler than that, short of irrational tendencies if not outright innumeracy. Those tendencies have always occurred… Read More »TOOO Expensive
Remember this prediction from a previous Brief here? Based on its amazing correlation we predicted a recession in 23Q4 and into 2024. Here is another amazingly reliable correlation: PPI (Producer Price Index) is a measure of inflation at the wholesale… Read More »Manufacturers know
There is now increasing talk about a ” No landing” scenario among “analysts”. Are we really getting away with this so easily? I say: not so fast! The S&P and Nasdaq indexes have reached new recent peaks: some 20% above… Read More »recession? What recession?
Three decades of easy money through circumventing the free market by the central banks, culminated by the orgiastic money-for-nohtin’, and the shut-ins ushered in 2020-21 (by innumerate politicians abdicating their responsibilities to the likes of the good-ol’ doctor Fauci) is… Read More »Bail-in
February 7 2023 The old adage of “Sell in May and Go Away” has held up to the test of time well, if applied in bear markets. There is a good run up in mid-February to the end of April,… Read More »Sell in July and go away
Emerging market have been a literal roller coaster ride over the last two decades, offering nothing more than multiple ulcers to long term investors. However, it does offer the opportunist market timer with deeper pockets to buy-low/sell-high every few years;… Read More »Watching Emerging Markets For Fun & Profit