Taking a Big Gain

The Fed has spoken… Inflation is rising, and the folks who actually get to vote on such things now predict they’ll raise rates some 18 months from now. It’s a good time to remind you that 18 months ago this whole pandemic thing… wasn’t even yet a pandemic. A lot can change over the next … Continued

Things Are Getting Crazy… Good News for Us

The billionaires are reading our playbook. Famed macro investor Paul Tudor Jones took to the airwaves yesterday to say what we’ve been saying for years. The market is “batsh*t crazy” these days. Like us, he blames the heavy hand of the Federal Reserve. It’s slaughtered interest rates, printed trillions in cash and taken a blowtorch … Continued

The New Rules of Investing

This isn’t supposed to happen. Cars are supposed to fall in value the instant they’re driven off the lot. But that’s not the case these days. Many used cars are jumping in value. Things are far from normal. But it’s not what it seems. Lots of folks look at what’s happening to prices across the … Continued