Here’s what I’m trying to avoid: Predicting the direction of the markets because of my deep understanding of US-China trade dynamics. Every time I read an article that asserts “China trade deal more likely because of Bolton firing” or something like that, I throw up in my mouth a little bit. The market is way […]
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What do you think About XYO that’s selling RFID tags for personal use that started as an IPOon StartEngine has met it’s goals so far and has a few projects going that look promising. Curious as to what your thoughts may be. Thanks Travis.
Before you get sucked into reading more of my blather, take a moment and read the Wall Street Journal if you’ve got a copy nearby or an online subscription — not the whole thing, but read Christopher Mims’ column The World Isn’t as Bad as Your Wired Brain Tells You. It’s an unusually brief and […]
How shall we begin the day? How about some philosophizing… Remember to question just about everything, and be open to new information. Two examples for you: First… I live in Massachusetts, maligned many years ago as “Taxachusetts” during the Bush/Dukakis presidential race, and I find that I still run into articles or pundits citing the […]
Gumshoe readers wanna know: What’s a “Liberty Voucher?” And you can see why — inspired by the success of the ads that tease us about “Freedom Checks” or “Trump Bonus Checks”, this one from Nilus Mattive is all about getting your attention with the idea that those who don’t have enough cash flow to retire […]
These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. This presentation was not so much about presenting on one stock as it was about explaining his way of thinking, and the kinds of long-term decisionmaking he thinks is […]
Well, even the AP is playing along, trotting out the tried-and-true “people drink more during recessions” article yesterday … to go along with Karim Rahemtulla’s “Capone’s Legacy” stocks. We took a brief look at Anheuser Busch yesterday, which has a slight connection to Capone because the Chicago gangster bought a summer home that had been […]
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