The Golden Gun

Going shooting wasn’t my idea. I’d been working around the clock closing a deal and it was a good excuse to get out of town for a couple of days. A friend of mine, an executive at a billion-dollar gold company, invited me to a gun range near his log

Read More »

A Giant Bubble in Nonsense

That’s what Eric Weinstein calls it. To be more accurate: “We are in the middle of a giant bubble of nonsense that is 50 years in the making in my estimation” Speaking of nonsense I’ve previously discussed the ESG movement on this site. ESG stands for Environmental, Social and Governance.

Read More »

Between a Rock and a Hard Place

This is where Trump finds himself today. To send in the troops or not. Let’s back up a bit first to see why this is such a conundrum. The first thing that I note is the fact that the most pervasive rioting and lawlessness is overwhelmingly in the states “governed”

Read More »

Shortages Are Not Just For Ivan

The USSR was known for many things. Shortages were absolutely one of them. It was so bad that you could wait for up to 10 years to order and receive a car. And after that 10 year wait you got to be the proud owner of one of these. And

Read More »

This Is How The World’s Top Mining Investors Make Money

We’ve discussed why commodities are so damn cheap and why you need to own gold miners, not gold bars. Today we are going to talk about the benefits of private placement investments and how they can offer outsized returns. In this article and video, I discuss: What are private placements?

Read More »

You Need to Own Gold Miners, not Gold Bars

We’ve already discussed why commodities are so damn cheap. Now we are going to address why you need to own mining stocks and not just physical silver and gold. In this article and video I discuss: The leading indicator of a precious metals bull market; The advantages of own stock

Read More »

LTCM, The GFC and Covid-19. THIS Connects all Three

“It is the certainty that they possess the truth that makes men cruel. -Anatole France, novelist, essayist, Nobel laureate (1844-1924)” LTCM You may not remember it but for finance geeks we either remember, or have heard of the debacle that was the giant bond trading hedge fund Long Term Capital

Read More »