I’ll be speaking to the Manhattan Alternative Investment Network on Tuesday at noon NY time. We’ll be covering the inability of the Federal Reserve to influence crucial fiscal issues. We’ll also be covering the recent volatility in gold, silver, and Bitcoin along with some commentary on energy (uranium in particular).
If you’d like to join, the link is here: https://manhattanain.com/main-event/virtual-event-the-federal-reserve-is-now-irrelevant/
Silvia (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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I’m currently in Florida, Uruguay and heading back to Montevideo soon. After that, I’ll have a week in Buenos Aires, a week in Florence, and will spend November in...
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