When I decided to set myself the task of recording one phone call I have each week I never realised how much fun it would turn out to be. Often, I figured if others were ok with it I’d hit record when on the phone to a friend, an advisor,

Today I’ve recorded a very brief message which I hope you’ll enjoy. What’s on my mind is the investments made by market participants who are basing investment decisions on global benchmarks which are severely distorted and where those investment decisions quite simply don’t price risk adequately. The below chart should

I came up with the idea of “World Out of Whack” while out on a training run. With all the insanity in financial markets, documenting those which are weirder than a 3-dollar bill would make for an interesting exercise. And besides, we’re covering these markets for our own personal investment and trading

Today I bring you a conversation with Brent Johnson of Santiago Capital. It’s a timely discussion given the chart below where you’ll see how gold has broken both the 3-year as well as the 5-year trend. We discuss the barbaric relic any sane investor should own. Brent also goes into detail