Author Archives: MN Gordon
Votes for Handouts
Vice President Kamala Harris wants to help you. But you must vote for her first. She needs to be elected President in November before she rolls up her sleeves and gets her hands dirty for the American people – including you. Continue reading
Hard Landing Ahead
When Glenn Burke and Dusty Baker invented the high five on October 2, 1977, it was a moment of pure spontaneity. Continue reading
How to Catch a Falling Knife
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
Dollar Debasement Ad Infinitum
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
