Thanks to the Manhattan Alternative Investment Network for hosting me last night for a conversation on gold, silver, Bitcoin, and why Kevin Warsh can’t change the direction of the Federal Reserve or the continuing debasement of the dollar. Link to the video below.
I’m heading to Buenos Aires this week followed by a few days in Florence, Italy, and will spend November in Japan. I’m open to a small number of in-person...
Read MoreSilvia (formerly ProCap Financial) announced today they’ve bought back an additional 5% of the shares outstanding. Total repurchases so far have totaled 20%. I’ve updated my NAV model. Based...
Read MoreOn back to back to back research calls so I need to make this quick. Covered the $INTC Dec $140 short call position. We put those on 2 weeks...
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