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Author Archives: It's a Learning Problem
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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Quote of the Day
“There is only one difference between a bad economist and a good one: the bad economist confines himself to the visible effect; the good economist takes into account both the effect that can be seen and those effects that must be foreseen. … Continue reading
Posted in Quotes
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Is Ignorance Bliss?
I’m always fascinated by how people view the world around them. What makes them tick? How can people view the same facts about a situation and yet come to such wildly differing conclusions? Especially in the fields of economics, politics, and philosophy, how … Continue reading
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Corruption
“When you see that in order to produce, you need to obtain permission from men who produce nothing – When you see that money is flowing to those who deal, not in goods, but in favors – When you see … Continue reading
Posted in Quotes
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