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ai fantasy season

AI’s Fantasy Season

Somehow I got roped into a fantasy football league this year. The league, which is mostly dads from my kid’s school, is made of 24 guys on 12 teams. Fortunately for me, since I’m not a big football fan, my…

leverage

The Worst of the Three L’s

Everyone knows that Munger said, “Smart men go broke three ways: ladies, liquor, and leverage.” But the truth is that he just added ladies and liquor to make it funny. The real risk is leverage. Considering that 2025 has been…

relative oil bull

I’m a Relative Oil Bull

“I love extremes and outliers. It’s what makes the world interesting and investing lucrative.” I said that when I suggested that selling your metals for oil may not be a crazy idea. And now, just a week later, I’m seeing more…

metals musical chairs

Metal Musical Chairs

Gold, silver, platinum, copper, nickel, and the rare’s. That’s close to the order that they are, and will be, going parabolic. The reasons are numerous and obvious for those who are happily sitting on their hands, watching their portfolio’s rise…

banking with miss piggy

Banking with Miss Piggy

One day I drove to the bank three separate times, which was an hour each way. This was mostly Miss Piggy’s fault, although the bank she worked for didn’t help at all. This was back in 2012 in Panama. At…

2025 Mid-Year Prediction Check Up

2025 Mid-Year Prediction Check Up

It’s time for a mid-year check in, especially since I made a variety of predictions at the beginning of the year. Did I whiff them all? Or did I luck out with some good calls? As I mentioned in my…

Super Storm of Trend, Theme, & Value

Super Storm of Trend, Theme, & Value

“It’s boring, simple, and unsexy. It’s the anti-AI and anti-Green Revolution investment that you should all be making right now. And I bet, even after I present everything to you right now, you still won’t do it.” I made this…

Fed Canary Dead

The Fed’s Canary is Dead

I don’t particularly like making predictions. Not because it’s not fun (it’s a blast!), but because you look really stupid when your predictions are wrong. Of course, when you make a prediction, especially about something that is very substantial, you…

trump bathroom

A Dazzle of Galloping Zebras

There are decades where nothing happens; and there are weeks where decades happen. -Lenin   I don’t particularly like quoting Lenin, but I can’t think of a better way to explain the past month. That’s both globally and personally. It’s…

The Best Investment I Lose Money On

The Best Investment I Lose Money On

I lose money every time I host a dinner, yet they are my best investments. That’s because there is extreme value to gathering like-minded, successful individuals in a private room… Especially if you feed them well! This past week in…

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