Author Archives: MN Gordon

How to Catch a Falling Knife

Posted on August 9, 2024 by MN Gordon

Like Buffett, we want to buy wonderful companies at a fair price. And the AI story, as far as we can tell, has gotten well ahead of the AI reality. In other words, AI alone doesn’t justify NVIDIA’s peak valuation of $3.3 trillion. Continue reading →

Posted in Business, MN Gordon | Tagged , , , , , , | 2 Comments

Dollar Debasement Ad Infinitum

Posted on August 2, 2024 by MN Gordon

If there’s one thing to understand about what’s going on in the political economy today, it is the fundamentals of debt. You do not need to be a bean counter or get too deep into the weeds to get a handle on things. Continue reading →

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Why Radical Spending Cuts Are Needed

Posted on July 26, 2024 by MN Gordon

The International Monetary Fund, a creature birthed at the Bretton Woods Conference in July 1944, turned 80 years old this week. Its bureaucrats are worried. Continue reading →

Posted in MN Gordon, Politics | Tagged , , , , | 3 Comments

Something to Crow About

Posted on July 19, 2024 by MN Gordon

What good would an American presidential election be in the year 2024 without an assassination attempt? Continue reading →

Posted in MN Gordon, Politics | Tagged , , , , | 1 Comment