Personal Finance

The largest insurance holdings in my portfolio are Arch Capital Group and Kinsale Capital Group.

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).

Bidenomics is helping the rich like you wouldn’t believe!

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.

He is telling you what Qatar is funding, what open borders are fueling, what George Soros is funding, and what Obama and Biden have sold your future for.

Don’t join me. It would be too much to ask.

Investors are bullish. The Federal Reserve has persuaded them that even though interest rates have totally killed housing and other interest-rate-sensitive industries as a whole, the U.S. economy is booming thanks to massive reindustrialization in post-China/U.S. trade-led globalization.

I want you to close your eyes and imagine (don’t really close them because you won’t be able to read what comes next) people with a very rich heritage.

We stand at what could be the precipice of an incredible bull market in commodities, and we’ve already seen a number of agricultural commodities, energy, and base metals take off along with gold, but for this bull market to be succinct and real in all forms, it MUST expand to include silver, and we just received a very encouraging sign.

Do you need Donald Trump to tell you to do it? Would it make the task easier, if Biden were to suggest it, or Warren Buffett or Ray Dalio, or can you, out of your respect for your own cognitive abilities and killer instinct, make the move?