Literally, a world of opportunity
In this report, we outline the opportunities available outside of today's bubbles and analyze the fundamentals that support our views.
Anatomy of a Bubble
In this report, we investigate what’s causing such widespread bubbles, their potential effects on the overall economy, and the interesting investment opportunities resulting from the bubble’s misallocation of capital.
Boomer knows best
Renowned investor Charlie Munger recently suggested today’s speculative market was luring inexperienced individual investors into short-term trading that would ultimately harm their wealth.
Charts for the beach - 2021
It’s time for our annual August report, “Charts for the Beach.” Each year we highlight five of our favorite charts we think consensus is currently overlooking.
From cornering the market to backed in a corner
Mike Contopoulos analyzes the current state of the 4 main drivers of Treasury yields and recommends how investors should be positioned accordingly.
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