I Don’t Usually Do This
Rather than my usual essay, I’m sharing a rare, “no holds barred” interview I did with Dan Ferris on the Stansberry Investor Hour podcast last fall. During this…
Read now
Investing Strategies
April 2021
April 2022
Ignore Big Banks — Stick With Regionals to Profit
In comparison, the regional banks are faring much better. Here’s why, along with four that I think are the best of the bunch.
Read nowJanuary 2021
Implications of the Super-K Recovery
“It was the best of times, it was the worst of times…” You might remember that line from A Tale of Two Cities by Charles…
Read nowDecember 2020
In Both Investing and Poker, sometimes a Weak Hand Beats a Strong One
Editor’s Note: For Christmas day, a Christmas riddle: When does a weak hand beat a strong one? In today’s “best of” lookback, we compare…
Read nowSeptember 2020
In Conditions Like These, You Don’t Need Fear to See a Big Market Decline
We recently explained why stocks could retest the March lows before the year is out. This made some readers upset. Some of the feedback…
Read nowJune 2020
In Deflationary Environments, Central Banks Make the Price of Gold Go Up
After we explained why deflation is coming, some of you wrote in to ask: “What happens to gold if we get deflation?” The short…
Read nowFebruary 2024
February 2021
Inflation Alarmists are Panicking Far Too Early
Investors are starting to worry about inflation. Some are even sounding alarms of potential hyperinflation, throwing around references to Weimar Germany and Zimbabwe. This is…
Read nowFebruary 2020
Inflation Could Come Back Suddenly and Powerfully — Here’s How
Ken Griffin is worried about inflation. We are, too. The market is highly complacent in its low-inflation assumptions. Many assets are priced as if…
Read nowFebruary 2024
