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I know everyone is obsessed with gold right now, because number go up. And all the kooks who love gold are like “see?...

Top of mind — yes, Microsoft had a good quarter and and so did Meta (more on that later). But also GDP contracted for...

I’ve been re-reading speeches Buffett gave to his inner circle back around ‘08 and also around the time of the dot co...

There’s only one way to start this — Hello, I am now part of a fund manager now! And if you like what I write and how...

Stimulus in China — We’re still in Trump tariff land, though I still tend to think a lot is bluster — you’ve even got...

It’s 24 hours since tariffs have been enacted and I have to wonder — did Trump get his idea for tariffs from Ferris B...