Posts
June 24, 2017

Yes, Bitcoin Is A Bubble And It’s About To Burst

The popularity of trading Bitcoin has now reached the point where none other than the…
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Posts
June 23, 2017

The High Wire Act Of Being A Diehard Value Investor In The Age Of Central Bank Bubbles

A version of this post first appeared at The Felder Report Premium I have spend…
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Posts
June 15, 2017

This Is What The Blowoff Stage Of A Stock Market Bubble Looks Like

We saw the "blowoff" top in bonds last summer (see this and this). This summer…
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Posts
June 8, 2017

The Stars Are Starting To Align For Gold Bulls

I've been following gold pretty closely since I first proclaimed, 'it's time to get greedy…
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JessePosts
May 31, 2017

How A Funny Mentalist Learned To Avoid Annihilation

The following is a transcript of the speech I was supposed to give to the Puget…
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Posts
May 25, 2017

If There Was Ever An Example Of ‘Reward-Free Risk’ This Is It

'What is the opposite of a "margin of safety"?' This is a question I've been…
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Posts
May 18, 2017

Investors Better Hope This Time Really Is Different

A version of this post first appeared at The Felder Report Premium. "This time is…
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Posts
May 11, 2017

I’m Hearing A Lot Of Smart People Use ‘The Four Most Dangerous Words In Investing’ These Days, Part Deux

It's hard to believe it was over two years ago I wrote, "I’m Hearing A…
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