Economic Analysis

Why you’ll never get another stimulus check


May 26, 2020

April 10, 2020 will go down in the history books.

Rewinding the Tape

Thoughts from the Frontline

May 22, 2020

We finished the Virtual Strategic Investment Conference yesterday. I can honestly say it was simply the best conference I have ever attended or been privileged to host. The ability to bring together so many exciting speakers, something schedules would not have allowed if we were holding a physical conference, offered a constant stream of thought-provoking, investment-enhancing, and useful information.

Flying Robots Will Soon Deliver Your Morning Coffee


May 18, 2020

Something odd is happening in the skies of Lake Country, Florida…

Reflection Week

Thoughts from the Frontline

May 15, 2020

I knew this letter’s topic months ago. It was going to be a review of the Strategic Investment Conference, which would have just concluded fabulously in sunny Scottsdale.

The Hidden Winner from America’s Online Spending Boom


May 11, 2020

“It’s busier than Christmas… I’ve never seen anything like it.”

Five Viral Lessons

Thoughts from the Frontline

May 8, 2020

We live in truly historic times. “There are decades when nothing happens, and weeks when decades happen,” says a quote usually attributed to Vladimir Lenin. It certainly fits now.

The “Special Situation” Disruption That Could Hand Investors 1,600%+ Gains


May 4, 2020

There’s a strange log jam forming off the California coast…

The Figure-It-Out Economy

Thoughts from the Frontline

May 1, 2020

Market sentiment reflects human sentiment, which lately has been quite negative—understandably so, given the great uncertainty surrounding the coronavirus pandemic. A month ago, we didn’t know where all this was going but it was potentially serious.

The “Special Situation” Disruption That Could Hand Investors 1,600%+ Gains


April 27, 2020

It might just be the best opportunity in American history for this investment.

Viral Thoughts

Thoughts from the Frontline

April 24, 2020

We are looking at a world with parameters bounded by pure imagination; where we go from here is anyone's guess.

—Will Thomson and Chip Russell, Massif Capital