Political Theater
Something kicked off in Russia over the weekend.
The head of The Wagner Group (Russian state-funded mercenary involved in paramilitary operations in Ukraine and Syria) wasn’t happy about something…
So, he headed to Moscow to chat about it.…
This morning was just another day in paradise (our favorite beach)
The Peak of Mount Stupid
Tucked between a few condos is a beach access point only the locals know about.
The currents were calm enough to get out there …
Here’s a good example of the advantage of being early in biotech.
Before Moderna went public in 2018, it had no products on the market.
It was a microcap focused on the once-obscure niche of messenger RNA …
Eighteen months ago, the market was driven by extreme fear.
Inflation, interest rate hikes, and geopolitical tensions sent stocks tumbling.
When Greed Replaces Fear (And
How to Leverage The Greed Cycle)
Most folks will give anything to recover the …
Knowing the motivations of market movers can keep you three steps ahead.
So, rather than chase the next hot stock…
We focus on where institutional capital is deployed.
A good example is Shopify (SHOP).
Stock Chart
During the bank turmoil, …
“China ‘ready to fight’ after military drills near Taiwan.” — ABC News.
Here’s a quick note on escalating tensions in Taiwan’s Strait.
If you’ve got cash in any of the seven asset classes in immediate danger…
Please pay attention as …