Newsletter
Surviving the coming hard times
The short version - get yourself some good land with self sufficient neighbors
Newsletter
Newsletter
Must read article on what led to war in Ukraine
To view the situation as solely due to Russian aggression is far too simplistic, we must go back *at the very least* to the 2014 coup
Newsletter
AOI Q4 Recap - Big Oil Find, Disappointing Hedging and Dividend
An oil find of truly gargantuan proportions and a very cheap stock is being overshadowed by poor short term perception of management decisions
Newsletter
ASPS Q4 21 Earnings
Expected asset sale adds cash to balance sheet, while top line revenue declines and adjusted loss shrinks
Newsletter
Update on current market positioning
I have not significantly shifted my exposure recently
Newsletter
Chinese charterers are scooping up VLCCs while the west announces new SPR releases
China seems to be preparing for something. The question is what?
Newsletter
Thank you for your support and interest
I have decided to begin moving the bulk of my content to Substack
Newsletter
Private business should be free to make vaccine mandates
It's public vaccine mandates that are the real threat to liberty
Newsletter
When money falls from the sky
An unexpected turn of events for Altisource Portfolio Solutions (ASPS)
Newsletter
Capital Link Digital Forum 2021
Please register for the *free* three day event starting Tuesday, October 12!
Newsletter
Here come the pitch forks
It's not just the bond vigilantes and sound money people anymore - inflation is turning the common folk and the political class against the monetary system and their gluttonous counterparts
Newsletter
US federal budget and US corporates - expect far higher corporate taxes
A brief analysis of United States federal budget obligations and what it means for US companies, investors, and taxpayers
Newsletter
FOMC week. Dare I speculate?
Inflation is hitting the highest levels since 1982. All other major central banks have already begun tapering. Can the Fed really keep kicking the can down the road?
Newsletter
What's driving pandemic outcomes?
A detailed analysis, covering vaccines, obesity, age, drug use, economic, and health outcomes in a curated selection of countries
Newsletter
The big shoe drop is inching closer in Panama
The end of eviction and foreclosure moratoriums edge closer as struggling banks have already started attempting to collect
Newsletter
Are all supreme court nominations political?
A brief analysis of current supreme court justices, their appointments, and their rulings