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2Q21 Review & Strategy Update

Our 2021 Key Themes remain intact with an emphasis on Theme #2 Big Turns Take Time. In the past year, …

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How Transitory is Transitory?

What exactly is “transitory?” You and your wife may disagree on its meaning when your old friend asks if he …

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Inflation Crashes The Party

It’s dawning on many investors that our post-Covid financial problems may not be as easily solved as Washington claims. The …

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1Q21 Review & Strategy Update

Headed into 2Q21, we believe cyclically sensitive sectors/regions are due for a breather while Gold stock leadership is set to …

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You Wanna Buy a Bridge?

Recently, a piece of collage art entitled “Everydays: The First 5000 Days,” by an artist known as Beeple, sold at a Christie’s …

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Springtime for GameStop

Springtime for Gamestop By Peter Schiff The central idea in the classic Mel Brooks comedy “The Producers” is that unscrupulous …

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