Gold: The Anti-Bubble
Gold is not a risk asset, it is an insurance policy, and the gold mining industry will one day leverage that characteristic Just as a standard financial insurance policy is…
8 Comments
August 25, 2023
A Fiscal/Monetary Mole Stew
See this Bloomberg article for a look at the ingredients in a policy stew that looks like it was scraped off the floor of Worst Cooks in America. Click the…
Comments Off on A Fiscal/Monetary Mole Stew
April 26, 2018
Tax Reform and the ‘Repatriation’ Trade
The following is the opening segment of the May 14th edition of Notes From the Rabbit Hole... Since the Trump victory we have heard all about the coming fiscal policies…
Comments Off on Tax Reform and the ‘Repatriation’ Trade
May 15, 2017