Our Fave Ponzi…

We want to quickly touch on our favorite Ponzi Scheme. When a Ponzi makes a new all time high, you want to buy it. However, you need to be careful as it may be a trap. Look at the red circle, that was a trap. It sucked in the last few baggies on the highs,…

Our thoughts on Gold vs. Bitcoin

We picked a hell of a week to head to Cayman as MENA lit up…again. With headlines dominated by Israel we took a look at our themes dominated by long chaos and inflation and feel comfortable headed into what should be a contentious election year. Since gold was top of mind all week, we kept…

Happy Hour with Doug Casey on “Crisis Investing”

Shifting topics, I had a blast catching up with Doug on Friday. Given what is happening in the gold markets we couldn’t have timed this one any better. As we typically do for Happy Hours, we jotted down some notes for those that were unable to join live. The replay will be available next week,…