Everybody Is Wrong

Everybody Is Wrong

Depression or Roaring 20’s. Everybody is wrong. I’ve been pondering all the “analysis” out there on the current economic and investment landscape and can only shake my head. That’s SMH, for you youngsters. What I see are coexisting comments for a Depression and...
What Were You Thinking?

What Were You Thinking?

  At 10 times revenues, to give you a 10-year payback, I have to pay you 100% of revenues for 10 straight years in dividends. That assumes I can get that by my shareholders. That assumes I have zero cost of goods sold, which is very hard for a computer company. That...
The Days Of Madness Are Upon Us

The Days Of Madness Are Upon Us

  I used to think the “believe 6 impossible things before breakfast” line from Alice Through the Looking Glass was one of the funniest things ever written. Until this year.. I’ve come to understand it’s a statement of simple fact for this corona-addled age. I really...
Gold Tops $1800/ounce

Gold Tops $1800/ounce

  The synchronized breakouts in both gold and silver have raised speculation about a further extension. Especially golds move above $1800 has, from a technical perspective, opened up for a move towards the 2011 record high. However the intense focus on the $1800 level...
Biggest Decline In Earnings…Ever

Biggest Decline In Earnings…Ever

  Over the last quarter, the “Death of Fundamentals” has become apparent as investors ignore earnings to chase market momentum. However, throughout history, such large divergences between fundamentals and price have resulted in low future returns. This time is...
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