Stressed Man

Lockdown-Related Market Risk is High and Rising

Jul 10, 2020

The U.S. stock market has benefited, tremendously, from a belief that the Federal Reserve will support the market at all costs. It has also benefited from a belief that, whatever happens next with the pandemic, the worst is over from an economic perspective. Investors are eager to put COVID-19 behind them. What happens, then, if multiple U.S. states implement new…

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Look Who’s Buying Gold and Gold Stocks Now

Aug 18, 2020

Last week we argued Berkshire Hathaway should rationally own Bitcoin, and laid out the case as to why. We aren’t holding our breath, however, because Warren Buffett despises Bitcoin. (According to Becky Quick of CNBC, he has called it “probably rat poison squared.”) Buffett is also disdainful of gold and has been so for decades. In the Berkshire Hathaway annual…

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