Monthly Archives: May 2022
Countdown To World Famine
The latest iteration of the Russia-Ukraine war recently surpassed the 90 day marker. And there’s no foreseeable end in sight. Henry Kissinger’s counsel at the World Economic Forum this week that Ukraine give up territory to Russia is a nonstarter for Volodymyr Zelenskyy. This war has only just beginning. Do you remember what the fighting is for? If so, you’re one of few. Continue reading
What’s Up With Gold?
Amidst a backdrop of raging consumer price inflation something strange and unexpected is going on. The U.S. dollar has become more valuable. Not against goods and services. But against foreign currencies. Continue reading
Finding Opportunities in a Bear Market
“I can calculate the motion of heavenly bodies, but not the madness of people.” The remark was made by Sir Isaac Newton in 1720 upon losing £20,000 – a substantial sum at the time – speculating on South Sea Company stock. The madness of people, as Newton painfully found, is incalculable. It defies logic. Runs on emotion. And is best observed from a safe distance. Continue reading
Settling Wreckage from the Past
Settling wreckage from the past with realities of the present can be difficult and painful. If you do the crime. You must do the time. When it comes to financial markets and the economy, this can take many forms. Some of the most common include bankruptcy, shuttered businesses, and collapsing share prices. Continue reading
