I have been radio silent lately as my day job takes up more time. Some deal stuff, but also a lot related to defining my role within the firm and expanding my responsibilities. Which I think is a good thing.
At the same time, my mind has been contemplating the broader investing universe. I really do feel like the world is at an inflection point and I want to position myself ahead of the changes coming. And the complication is less in what the ideas are, so much as what will be the best way to capture them.
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In light of my previous post, here's what I'm thinking: buy some GLD $180 calls that expire 3/16/13. Right now, you can get them fo...
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I sounded "sad" in yesterday's post, but really I am pretty sanguine about the election. Change is going to come even if the ...
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I came across this really interesting chart regarding 2013 and 2014 EPS forecasts by region and globally. Note the very pronounced move fr...