Another Dull Week…
The next few weeks may be a bit dull around here. We remain convinced that the best strategy is to step away and await the US equity market crash. KEDM is long overseas markets (they’re working), we’re long gold (it’s working), and not much else is working in US markets, besides Ponzi. We have a…
China Is Looking Up…
This quarter’s 13Fs was non-eventful. As we’ve noted ad-nauseum, we went “full harvest” in recent months and cleaved off the chaff. Things get wacky at the tops and unless its related to gold, new CUSIPs just aren’t interesting. The only small nugget that caught our eye was the ongoing bull campaign by Tepper (Appaloosa) and…
August 18, 2024, Vol. 189
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