One of my favorite lines, and one that has become something of a mantra for me over the past few years, comes from investor Kyle Bass: "I don't get paid to be an optimist or a pessimist, I get paid to be a realist."
So, on the heels of a presidential debate that I did not watch, I offer up the following. Realistically, my belief has been that Hillary Clinton will win this November. Realistically, I understand that Donald Trump's candidacy is a symptom of the failure of mainstream/establishment politics and the conventional thinking attached to it. So, in unemotionally assessing the lay of the land, whether it is this cycle or the next, I do believe that the status quo can is finally going to hit the wall.
Broken Money
The subtitle is Why Our Financial System is Failing Us and How We Can Make it Better , and the author is Lyn Alden (2023). I feel like I hav...
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Are when the contrarian should think about buying. And so I tried. Some AUY LEAPS (filled) and a small mining services company that I like...
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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...
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Lately, in spite of various frustrations, I have been trying to think through where the opportunities will be in real estate. We’ve discuss...