Gary Brode of Deep Knowledge Investing and James Davolos of Horizon Kinetics discuss inflation, coming higher interest rates, and how to hedge for that. Both of us think the CPI is understated, that GDP is overstated, and that stagflation is a real possibility.
Multiple changes to the portfolio today (and next week). I will update the Current Recommendations page with new weightings once I’ve posted this blog entry. All weightings listed are...
Read MoreIt was a second weak quarter in a row for Sands. They missed on the revenue line ($3.22B vs estimate of $3.33B) and on the EPS line ($.54 vs...
Read MoreLast night, Silvia, Inc. distributed a press release indicating it had taken actions to save approximately $10MM per year. This morning, I spoke with CEO, Anthony Pompliano (Pomp), about...
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