How about that bitcoin, eh? Those of you who’ve been following my personal portfolio and reading these Friday Files closely know that I sold pretty much all of my cryptocurrencies back in September, when it got to be a large enough position that I found the cash more valuable. Lots of you think I’m crazy […]
When the market is doing well, holding hedges like cash and gold is going to hurt your portfolio performance when you measure against the S&P 500 or other common benchmarks. That’s the case for me right now, and has been for the recent past — though it hasn’t been enough to bring me below the […]
I’ve got a few Real Money Portfolio updates for you today, but first I wanted to check in on a teaser that a few folks have asked about… Dr. Stephen Leeb is a familiar name in newsletterdom, he has been helming newsletters from a variety of publishers for decades, and it seems he has again […]
We’ve seen some real shift in the dollar, interest rates, and gold over the past week or so, driven, it seems, mostly by the geopolitical risk that is headlined by Syria — I don’t have any idea how that will resolve itself, but under President Trump and his ability (and seeming inclination) to create “black […]
I’ve got quite a lot to share as I close out my annual review process, looking at each stock I own in some detail and updating my opinion on it for you. First I’ve got the last few stocks that don’t fit into one of the sectors I’ve covered so far over the past month, […]
Each year I check in on every company that I own and cover for the Irregulars, even those where my opinion doesn’t change much from month to month (or even from year to year, in some cases)… but we’re going to do it a little differently this year. This is all part of what will […]
Politics has everyone in a tizzy despite the dwindling uncertainty of the US presidential election, interest rates continue to be either teensy weensy or negative, and the S&P 500 is still within a rounding error of its all-time highs. Mohammed El Erian, the Allianz strategist who used to be co-brain at Pimco with Bill Gross, […]
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Marin Katusa’s top picks from VRIC 2018 are a joke (IMO) - https://www.stockgumshoe.com/reviews/katusas-resource-oppor...