Scratching Your Degenerate Itch
“Bad bets sometimes pay off.” – Marty Rubin, Canadian Author There’s been a stir in financial media about Robinhood traders bidding up bankrupt companies to…
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A Simple Case for Gold and Bitcoin
“The debt is not going to be balanced. The annual deficit seems to be getting worse and worse. And if the dollar is going to be debased, then bitcoin is going to keep going up.” – Anthony Pompliano, The Pomp...
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Investing Cash in a Runaway Market
“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” – Peter…
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The Brilliance of “I Don’t Know”
“We cherish not only answering every question, but also being quick-witted. The answer has to be produced in the shortest amount of time with the…
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I Keep Coming Back to One Question
“We have to practice defensive investing, since many of the outcomes are likely to go against us. It’s more important to ensure survival under negative…
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Mitigating Damage without Placing a Trade
“We will all feel pain in the next recession or stock market drop, but what can we do now to mitigate the damage?” – Pure…
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Does Your ESG Approach Pass the Smell Test?
I was perusing my LinkedIn feed when a particular post caught my eye. For the record, I have no clue who Mark A. Smith is….
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Municipal Magic
“You can take advantage of pockets of opportunity in what people don’t want.” – Jeff Gundlach, DoubleLine CEO We’ve been fielding a decent number of…
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Waking up After a Yearlong Coma
“Every once in a while, the market does something so stupid it takes your breath away.” – Jim Cramer The date is April 29th, 2019….
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The Plight of an All-Equity Investor
“The stock market is the story of cycles and of the human behaviour that is responsible for overreactions in both directions.” – Seth Klarman, CEO…
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