Posts

CVS: They've bought an insurer, they've got a retail market, they might be poised to grow.

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The stock that needs no introduction, Coca-Cola company - fine sellers of syrup.

The Economy itself & positioning considerations for Americans (Differential predictions 2018, part 3)

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Outlook on the Global economy in 2019 and beyond. (Differential predictions 2018, part 2)

ATVI is crushing itself with a commitment to short development cycle games, poorly received products, and microtransactions.

Want to hold gold in a brokerage account, maybe GLD. Not to be confused with BitCoin.

Looking for Gold (Royal Gold inc)

Markets operate on a ten year cycle. Bankers only have a five year memory. (Differential predictions 2018, part 1)

A brief history of Financial Crises. Over leveraging is the greatest source of gains in good times and immediate insolvency when everything is otherwise fine.

Construction is pretty boring even if the industry is booming. And it isn't.

Oil and gas isn't undervalued, but there may be opportunities in the sector.

Everyone's got a cellphone, and they're not going anywhere right?

It's been an interesting few months. Kicking the can continues.

At a glance these are Winners, but that's not the whole story.

Biggest Losers

The German Bund, kinda.

Is the Fed chair just lying? (Interest rates greater than inflation?)

Positioning (Part III:Interest rates less than inflation)

Jesus, take the economic wheel (Part II)

Primer on Fiat Currency. (Part I:Interest rates less than inflation)

Ford to stop making the crappy sedans no one wants.

The sky isn't falling yet.

Amazon

Reckless forecast: anticipate a greater than 20% run up in securities in 2018 and possibly again in 2019 with a greater than 40% correction near the end of 2019.

The state and future of Crypto (not blockchain)

Building it for a friend - Tech Data Corp

Mortgages, Interest rates, and revisit of Arlington Asset Investment.

My investing Strategy the cue card version (The nature of the Blog changes).