Hello, and welcome back! Is This It? We’ll cover that but first… From fellow member Dean, an Ozark sunset. Fairytale stuff. But not to be outdone by a yank member Philip snapped this beauty. Looking down the Danube in Bratislava. In This Week’s Musings: Japan: a 27-year trendless nightmare Australian
My son’s a faster sprinter than me. That’s bloody depressing. He’s only a teenager for God’s sake. He’s only just clipped me after years of it being a non-contest. But now the little sods nudged ahead… only just, but what’s worse is that in a years time he’s going to
In June last year we issued our alert on Australian banking. This was a bearish alert on the Australian banking sector, which was really a proxy for trading our bearish view on what can only be described as a batshit crazy real estate market aka the Australian property market. We
Fake news! And this is how a meme is created. Complete shulbit will do it for you. Even the Weather Channel is faking it to get eyeballs. And as if getting caught shulbitting folks would have caused one to stop and say, “Whoah there big boy, maybe we should just
Hello, and welcome back! This week’s issue is going to be a little, actually a lot, different. Something I feel is worth discussing will be discussed, but first… You lucky bugger! From subscriber Chris: Sunrise in Monaco, where he’s been traveling. And once again, he sent me the same day sunset
Whether it was the 1980s, 1990s, 2000s, or today, there seems to be a never ending supply of fools out there.
Devilishly Deceptive Making History 28 billion euros in market cap. That’s how much Bayer has lost following its acquisition of Satan Monsanto. It is the largest destruction of capital in German stock market history… and it couldn’t happen to nicer folks. Funding Secured Staying with Europe… sorta. https://twitter.com/DavorKunc/status/1040962515742666753 Now THAT is
Hello, and welcome back! You lucky bugger! From subscriber Chris: On top of Haleakalā in Maui. This Week’s Musings and Observations IMF backing South Africa… and you thought they were the good guys Unintended consequences of tariffs Let us not overlook Japan The great illusionist, delusionist, or dreamer? Portfolio change: Selling
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