Here’s the video from last week’s July subscriber meeting with Chris Bell and James Davolos. We have Mish Shedlock lined up for August with a long list of important macro topics to discuss. If you’d like to be able to ask questions on the call, watch it live, and have access to the video a week early, please feel free to subscribe. Last time, we got some of our best questions from subscribers.
Last week, Silvia, Inc. announced it had taken actions to save $10MM per year. A large part of those savings were related to replacing the COO, the CFO, and...
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I’m in Florence, Italy this week, and will spend November in Japan. I’m open to a small number of in-person conversations. If you’re based locally, or know someone in...
Read MoreMultiple 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...
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