Broad investment commentary and/or asset allocation topics.
Some weekend preaching from your blatherer-in-chief
What's Stansberry's Extreme Value hinting at as the "Best Gold Business on Earth?"
Full summary of sentiment on my Real Money Portfolio, plus notes on Berkshire, Fairfax, Ligand, Shopify, Omega Healthcare, Square, U.S. Gold, Yatra and some other SPAC speculations
What's Alexander Green's $8 Investment being teased by the Oxford Club?
Checking in on MPW, COR, OHI, LGND, SWKS, FNV and SQ
Some big picture thoughts from before the current "panic"
Checking in on Big Tech, TTD, IIPR, PCSB, COR, IPOA, NVDA, SHOP and YTRA
A quick check on big tech pre-earnings, including some profit-taking
Updates on Altius, Clean TeQ, eCobalt, Equinox, First Mining, Maverix, Sandstorm, US Gold (plus JD.com and a couple option trade updates)
Outlining my new (simple and limited) hedging strategy
Annual Review: Insurance and related stocks
Buying an Industrial REIT and selling a Data Center REIT
Travis' unreliable predictions for this year, plus updates on Ventas, JD.com, Disney, Five Below, U.S. Gold, Sandstorm, Northern Dynasty and more...
Another new purchase in the Real Money Portfolio