How can the US re-open the Strait of Hormuz? That is the $64,000 question for investors today and the Trump administration so far doesn't have an answer beyond asking other countries for help (which they probably should have done before they started this). While Asian and European countries certainly have an incentive to get the strait open and oil flowing [...]
"Those that fail to learn from history are doomed to repeat it." - Winston Churchill in a speech to the House of Commons in 1948 "History doesn't repeat itself but it often rhymes." - Mark Twain I saw quite a bit of commentary last week about the similarities between the events of today and the early 1970s, specifically [...]
I sit down every week to write these updates and sometimes it is a struggle to find something - anything - worth writing about. Sure, there's always market "news" so I can find something to fill the page and I hope you find it interesting but the fact is that I don't think any investor - as opposed to trader [...]
April 15th was the two-week anniversary of the day my wife and I got our second Moderna shot. We have spent the last 13 months being very careful about the virus, limiting our contacts, social distancing, and generally doing anything that seemed helpful. I am certainly aware that others took a more liberal attitude as is their right. But, for [...]
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