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U.S. Economy & Dollar Strength

U.S. Economy & Dollar Strength

Davidson and I disagree to an extent on real estate. I think certain sectors are due to fall or flattening (apartments are overbuilt for example) but I see the sector in general having years of growth ahead of it. The […]

Great Story by Chris Mayer

Great Story by Chris Mayer

Chris Mayer, the author of 100 Baggers: Stocks That Return 100-to-1 and How To Find Them, and Chief Investment Strategist of Bonner Private Portfolio, shared the following story he recently published with Boyar Research. Through the years I’ve read some of Chris’s […]

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Too Late To Short The Renminbi

As promised, I began writing about collateral in the system and quickly realised that it’s a bit like a putting together one of those children’s toy cars that comes in a box saying “ready to go” when in fact it really […]