Weekly Points – December 1st, 2023 – 5 Things to Know in Investing This Week – The Government and Consumer Big Spending Issue

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It was a big week for spending. The consumer bought huge amounts of holiday gifts. (For my fellow Michiganders, the consumer did get much on sale because they require big savings.) The government bought a big positive revised GDP print. And Sheldon Adelson’s widow, Miriam, bought most of a basketball team. If you don’t want … Read more

I’ve Always Been Pro-Buyback

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This piece was originally published on November 30th, 2023. Overview: For many years, I’ve seen prominent investors criticize stock buybacks. In the worst examples, they’ve said buybacks provide only a one-time lift to earnings with no long-term benefit. Recently, investor Harris Kupperman, wrote about the subject of dividends vs buybacks and came out strongly in … Read more

November Subscribers’ Meeting on Energy With Mark Rossano of C6

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Yesterday, we filmed the November subscribers’ meeting with Mark Rossano. He’s one of the best energy investors I know and we covered oil, gas, uranium, nuclear, green energy, and pipelines. The video is set to private and will be publicly available in a week. Premium subscribers are invited to view the video early by emailing … Read more

5 Things to Know in Investing This Week – The Freedom Issue

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While Americans are focused on our own coming (and just passed) elections, Argentina had a monumental event. Using national ID and paper ballots, they were able to get votes counted the same night and found that a small-government capitalist in favor of sound money had won a huge and shocking victory. Here in the US, … Read more

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