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The Weakness In Fundamental Analysis
This article was originally published in the Against All Odds Research October 2021 Issue My wife and I stopped at a supermarket and...
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Sep 30, 20214 min read


Inflation & the US Dollar
Originally published in TDV May 2021 Issue and edited for clarity Inflation is Coming Here The April CPI rose 4.2% year-on-year as...
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May 17, 20217 min read


Tulipmania Explained
Originally published in TDV May 2021 Issue. Tulips were first introduced to the Netherlands from Turkey around 1550. The bulbs get their...
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May 2, 20214 min read


Book Review: Assassin by Doug Casey & John Hunt
Originally published in TDV February 2021 issue Assassin is the third book in the High Ground series co-authored by Doug Casey and John...
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Feb 28, 20212 min read


Gamma Play on a Rigged Field
Originally published in TDV Jan 2021 issue and edited for clarity I'm going to analyze the GameStop saga by looking at the brokers' moves...
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Jan 31, 20214 min read


US Yields – Lower For Longer
Can interest rates be negative? If you had asked any mainstream economist that question a decade ago, the answer would have been no. He...
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Sep 14, 20195 min read


Running with the Bulls
Where do we go from here? Bull markets don’t die of old age. Clearly, something is up that is driving equities higher. I don’t know...
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Apr 4, 20194 min read


Still A Gold Bull
What is it about gold that drives investors to polar opposite viewpoints? Keynes called it a barbaric relic and thought it ought to be...
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Mar 29, 20195 min read


Understanding Interest Rates
What is the interest rate? Is it something that the RBI sets, or is it something inherent to the economy? If the latter, how does it...
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Feb 25, 20172 min read
A Gold Bull in a Trump Market
Hardly a few weeks have passed since the onset of the Trump presidency and investors have already formed a narrative as to how different...
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Feb 4, 20174 min read


The Case for Gold, II
Originally published in TDV December 2016 issue Since I last wrote “The Case for Owning Gold”, much has changed in the gold market. It...
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Dec 20, 20163 min read
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