Content
Book Review: The Inside Scoop
Article By:
Saj Karsan
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Wednesday, August 9, 2023 4:00 AM EDT
Two friends, Ben and Jerry, took their ice cream brand from zero to one of the major leaders in the super-premium ice cream market. The Inside Scoop is the story of that company as told by the CEO who took over from them.
In this article: UL
Rates, Housing, Inflation, And Zombies
Video By:
John Mauldin
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Friday, August 4, 2023 10:30 AM EDT
Housing inflation is based on rent, not on home prices. Rents have dropped over the past year, and the supply of new units set to hit the market could keep rent increases in check.
Turning Time
Article By:
John Mauldin
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Sunday, July 30, 2023 4:30 AM EDT
In the grander scheme of things, whatever the Fed does is more like throwing a hand grenade into a large building. Yes, you’ll make some noise and cause some damage. People may be hurt. But the building won’t care, and the owner will fix it.
Who Benefits At The End Of A Rate Hiking Cycle?
Video By:
John Mauldin
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Friday, July 28, 2023 10:30 AM EDT
When inflation spiked last year, companies responded by raising their prices. As price pressures started to ease, companies opted to prioritize pricing over volume. It was a fairly broad-based trend.
Market Strategists Get Cold Feet At The Worst Possible Time
Video By:
Jeffrey P. Snider
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Monday, July 24, 2023 5:30 AM EDT
A slew of Wall Street types are getting impatient - and cold feet - waiting for a recession they're not sure is happening.
Gold In Good Position & Juniors Will Perform After Hikes End
Video By:
Jordan Roy-Byrne
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Monday, July 24, 2023 4:07 AM EDT
Discussing the outlook for Gold, key drivers, current sentiment in junior miners, and the conditions needed for junior miners to perform better.
Lessons From The Great Depression
Article By:
Charles Hugh Smith
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Thursday, July 20, 2023 6:45 AM EDT
The risks of gambling in speculative frenzies and depending on serial asset bubbles continuing forever are easily observable, yet few act to reduce these risks.
Book Review: Pitch The Perfect Investment
Article By:
Saj Karsan
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Saturday, July 15, 2023 5:19 AM EDT
It's kind of two books in one. The first part is about valuation (of a stock), while the second part is about communication (of a stock idea).
ESG: Trillions Squandered And Zero Progress
Video By:
John Mauldin
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Friday, July 14, 2023 10:30 AM EDT
The envisioned benefits of ESG investing, owning companies that follow responsible environmental, social, and governance policies, have failed to materialize.
"Buy When There's Hate In The Streets" - Interview
Video By:
Ray Merola
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Sunday, July 9, 2023 11:51 AM EDT
James Foord, "The Pragmatic Investor," and I had a wide-ranging chat about investing.
New Global Reserve Currency Not Required – U.S. Dollar Losing Supremacy Via Side Deals
Video By:
Neptune Global
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Friday, June 23, 2023 9:51 AM EDT
Is it a mistake to believe the U.S. dollar is immune to repudiation until a new global reserve currency emerges to replace it? Could a “death from a thousand cuts” be an interim threat to the status of the mighty dollar?
Gold Bull Market Now In Third Leg, Here's What Comes Next
Video By:
Neptune Global
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Thursday, June 15, 2023 9:17 AM EDT
Gold has spent a fair amount of time above US$2,000 per ounce this year, although more recently it's pulled back.
In this video: GLD