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Positioning Recommendations, March 18th, 2022

Send In The Drones Is this just a bear market rally? Or is the stock market poised for a further…

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Stranger Than Fiction

Each December, as most of us prepare to celebrate the holiday season, Wall Street luminaries deliver their outlooks for the…

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Piling On The Fed… The Price of Bubblenomics

You probably know by now that I tend to do things in an unconventional way.  Publishing Bubble 3.0 via Substack…

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Important Message

Below is a re-send of this message, which originally posted yesterday but has since been updated to include the correct…

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Positioning Recommendations – March 11th, 2022

There are times when it’s relatively easy to be an investor.  This is definitely not one of them! For years,…

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Why China Will Not Save Russia

Not long before Russia invaded Ukraine, Xi Jinping and Vladimir Putin met in Beijing and declared the friendship between their…

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The Sting

1image {“align”:”right”,”id”:12507,”width”:236,”height”:132,”sizeSlug”:”large”,”linkDestination”:”custom”} –> You asked for it, you got it!     In this case, that old Toyota tagline doesn’t apply to…

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Positioning Recommendations – March 4th, 2022

Will the nightmares ever stop?  After two years of coping with a global pandemic, humanity is now faced with images…

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The Semi Shortage Faces New Headwinds

Semiconductors have been described as “the brains of modern electronics.” The small but powerful chips are a critical component to…

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Is the Buyback Bubble Ready to Burst?

1image {“align”:”right”,”id”:12474,”width”:180,”height”:100,”sizeSlug”:”large”,”linkDestination”:”custom”} –> This introduction to the latest chapter of Bubble 3.0 gives me the opportunity to highlight one of…

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Positioning Recommendations – February 25th, 2022

The tanks roll, oil rolls over, and tech roars back! This is not exactly what a rational investor would have expected…

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Putin on the Blitz  

1image {“align”:”right”,”id”:12457,”width”:171,”height”:95,”sizeSlug”:”large”,”linkDestination”:”custom”} –> Let me be the first to admit, the full-on invasion of the Ukraine is not what I…

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