Economic Analysis

The last two times this happened, folks made 1,644% and 1,238%


August 10, 2020

It might just be the best opportunity ever for this investment…

Yellow Flag Jobs Data

Thoughts from the Frontline

August 7, 2020

As I file this letter Friday morning, people are reacting to the July jobs report. My own reaction: The headline report is absurd. I will explain further at the end of this letter. But first, I have another topic.

The strange food trend that’s making investors rich…


August 3, 2020

Have you tried Goldbelly yet?

European Resurgence

Thoughts from the Frontline

July 31, 2020

One of COVID-19’s many less-than-obvious consequences is the way it makes us look inward. Facing mortality has always done that, of course. West Texas Judge Roy Bean reportedly said, “Nothing focuses the mind like a good hanging.” For the vulnerable and those of us of a certain age (ahem), this virus goes beyond the normal daily risks.

This great American boom is only beginning


July 27, 2020

What if I told you that US housing is one of the best money-making opportunities today?

Valuation Inflation

Thoughts from the Frontline

July 24, 2020



“In the short run, the market is a voting machine but in the long run, it is a weighing machine.”

            —Benjamin Graham

College is never coming back


July 20, 2020

Here’s some great news...
One of America’s most broken industries is finally being exposed as a sham.

Small Business Blues

Thoughts from the Frontline

July 17, 2020

Politicians love saying small businesses are important to the economy. In this case, it isn’t just rhetoric. The millions of little companies with a handful of workers are, collectively, more important than the few hundred large enterprises we see in the news.

My Top Stock for America Online 2.0


July 13, 2020

I’m sure you know selling a home can be a nightmare. 
You have to navigate local laws… tend to repairs… and negotiate offers... 

Stumble-Through Jobs Market

Thoughts from the Frontline

July 10, 2020

Work has always been a fact of life. Paycheck-producing jobs are actually a recent development. Until the Industrial Revolution, most people lived on subsistence agriculture, sustaining themselves with whatever they could produce or working as slaves/serfs.