I Said $37/oz Silver. You Think I’m Nuts?

I Said $37/oz Silver. You Think I’m Nuts?

This past quarter, I listened to over 50 earnings calls. The ones I care about most are, of course, those of my largest holdings: The Trade Desk (TTD), ServiceNow (NOW), Roper Technologies (ROP), Arch Capital (ACGL), Axon Enterprises (AXON), Vertiv (VRT), Cintas (CTAS), Fair Issac (FICO), Idexx Laboratories (IDXX), and Gartner (IT).

Mr. Trump Is a False Prophet

Mr. Trump Is a False Prophet

Do you know who said “Mr. Trump is a False Prophet?” It’s the same person who was denounced years ago by John McCain, the Vietnam war hero that the United States voters utterly failed in electing to the office of President, the highest calling in the free world.

He’s Such a Loser

He’s Such a Loser

Today’s publication has very little to do with Joe Biden, Anthony Blinken, and Jack Sullivan, but I just wanted to get us started on the right foot and say that they are losers and idiots.