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).

Learn to Say Gold $3,000… Rolls off the Tongue

Learn to Say Gold $3,000… Rolls off the Tongue

Rate cuts are coming. After hearing from every suited-up Fed governor say that inflation is too high, that it’s sticky and that they need to see more, I can tell you what they’re seeing and NOT telling Wall Street, because they know it’s full of greedy little bankers, with trigger-ready fingers.