Las Vegas Sands – Two Pieces of News
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Minor Portfolio Change – Oil
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Burgundy Asset Management Also Unhappy with the Price for HMHC
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More Nonsense from the U.S. Bureau of Labor Statistics – CPI
This morning, the U.S. Bureau of Labor Statistics announced last month’s Consumer Price Index (CPI) was up 7.9%. As we’ve pointed out multiple times in multiple forums, this number is complete nonsense. The increase in shelter (housing) prices was listed at 4.7%. As we’ve noted in the past, this is due to a change made … Read more
Engine Capital Going for More on Houghton Mifflin
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The Depth Report – The Fog of War, Uncertainty, and a Plan
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Guest Post – The #1 Lesson From Bank Account Seizures in Canada… Do This Before It’s Too Late
We’re pleased to present a guest post from Nick Giambruno of International Man. We wanted to highlight Nick’s fantastic work for two reasons. First, like us, he sees Bitcoin as a solution to a lot of problems that exist in the current banking system. Second, Nick believes that “the politicization of money is an urgent … Read more
LVS and a Lesson in Investing
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Heather Heldman on Ukraine, Russia, and U.S. Foreign Policy
Gary Brode talks with Managing Partner of Luminae Group and member of the Deep Knowledge Investing Board of Advisors, Heather Heldman on Ukraine, Russia, and U.S. Foreign Policy. We cover: – What’s the future look like for Ukraine? – Will this cause a re-framing of the entire U.S. / Russia relationship? – Will sanctions be … Read more
Interview: How to Hedge Your Portfolio for Inflation – Invested.dk
We’d like to thank Erik, the team at Invested.dk, and their fantastic investor community for a great interview last week on #inflation, #interestrates, $GLD, $SLV, #oil, and #Bitcoin. It’s always a pleasure to speak with them!
