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Monthly Archives: September 2023
“Saving” Social Security…
Jacob Hornberger takes on one of the sacred cows of politics. It’s easy to be critical of nearly everything that government does, but it’s important to think through what the actual solutions would be if government returned to it’s proper … Continue reading
Posted in Government
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Change is coming…
Erik Townsend had an interesting guest on this week. Louis-Vincent Gave covers several important topics and his perspective resonated with me. Among other things, they cover: The current state of the economy in China. US media has been saying that China’s … Continue reading
Posted in Uncategorized
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Rule of 72…
The rule of 72 is a great mental tool that a lot of non-financial people aren’t aware of. It’s something I’ve used repeatedly when thinking about investment returns. Here’s a neat graph laying out the concept with some additional info … Continue reading
Posted in Investments
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Canadian Oil Thesis…
Shubham Garg is an incredible source of information if you’re interested in the oil space, especially the Canadian oil space. I’m increasingly convinced that this is one of those set-ups that has risk/reward characteristics that you rarely see as an … Continue reading
Posted in Investments, Oil
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Another crypto “victim”…
Crypto is a cesspool of criminals and scams. If even someone like Mark Cuban can’t keep his crypto secure, what are the chances that the average person can? The very idea that the masses will somehow adopt any of the … Continue reading
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Thought experiment…
What if there are a startling number of people who work in real estate who don’t realize that their industry has been running a giant levered long bond fund for the past 40 years? Not saying that it’s necessarily true, … Continue reading
Posted in Interest Rates
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Street gangs with missiles…
Richard Maybury, the author of the Uncle Eric Books, along with Doug Casey. Maybury makes some interesting points about his common law theory, which he boils down to essentially two things: He points out a few interesting tidbits on the … Continue reading
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Saudi Arabia…
Fascinating podcast about Saudi Arabia and energy. As an energy investor, I’m always looking for a better understanding of the future of energy. Looking into the past can be very informative. Energy is life…and it’s also raw political power… How … Continue reading
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Revolution…
Interesting perspective on revolutions by Gary North… “Revolutions mean the centralization of power…”
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