Posts

When ALL Assets Are Crashing – Make Sure There Is A “There There”

Pets.com famously spent $46 on advertising for every $10 in sales and flamed out in one of the most famous dotcom busts. The model was flawed from the start, and in hindsight it seems obvious that they could never generate profits – but investors bought up the stock by the bushel anyway.Read More

Cage Match Of The Century: Inflation vs. Deflation; Diversify!

WHY NO INFLATION AFTER 2008 After the 2008 mortgage meltdown, the Fed and congress stepped in with trillions of dollars of “Quantitative Easing” (buying of Treasuries and Mortgage-Backed Securities) and stimulus spending – and numerous market watchers and pundits, e.g. Arthur Laffer, predicted massive inflation. They were all wrong for several reasons, including the fact […]Read More