All Blog Posts

Currently, the stock market rally has been defined by a complete lack of Leadership. Leadership is a concept that I was introduced to by James Stack over 25 years ago. He used it as one of his tools to identify the 1987 top and the early 2000s dot...Read more

Performance Report: 05/31/2025 By continuing on this page, you agree to the disclosure statements on our disclosure page which can be viewed by clicking here . All performance data for our strategies is net of all fees and expenses. All performance...Read more

Performance Report: 04/30/2025 By continuing on this page, you agree to the disclosure statements on our disclosure page which can be viewed by clicking here . All performance data for our strategies is net of all fees and expenses. All performance...Read more

Stanley Drunkenmiller, the legendary investor whose track record makes Warren Buffett's seem pedestrian, is on the record saying he is short US Treasuries (i.e. betting on higher interest rates). This announcement is quite incredible for two reasons...Read more

Goldman Sachs, possibly the de facto leader of Wall Street, is calling for much lower average returns for the S&P 500 over the next 10 years. Here is excerpt from Yahoo!Finance: Goldman Sachs forecasts that over the next decade the S&P 500...Read more

[Disclosure: We own several uranium mining stocks including, Cameco (CCJ), Denison Mining (DNN), Nexgen Energy (NXE), Uranium Energy (UEC), and Energy Fuels (UUUU).] Amazon announced last night that they will be building small nuclear reactors in an...Read more

(Disclosure: Our firm and our clients' SMA accounts are long various energy contracts, ETFs, and equity positions linked to the oil and gas space.) This morning, CNBC posted an article titled " Why oil prices haven't skyrocketed on Middle East...Read more

Today, the FED cut rates for the first time in many years, choosing to go big with a 50 bps cut. This suggests rates are headed lower for a while. However, on the long end of the interest rate spectrum, rates didn't go down at all, rather they...Read more