Latest Insights on LAC
1 Pick to Profit From the Chip Shortage
May 5, 2021 Big Picture. Big Profits., Investment Opportunities, Stocks
$84 billion! Remember that number, because that is but one contributor to the supply shortages that are emerging everywhere. As Ted outlined here, economic and fiscal policies that emerged from the Great Recession disincentivized investments across a number of industries. That means there isn’t enough production capacity to meet demand for many critical components. You’ve […] Here’s What Should Worry You About Inflation
May 4, 2021 Big Picture. Big Profits., U.S. Economy
By clamping down on inflation so ruthlessly for so long, policymakers have kept the economy stuck in low gear Old Man Yells At Bitcoin, Verizon’s Yard Sale & Tesla Battles The Bulge
May 3, 2021 Great Stuff
Berkshire’s Munger Strike Berkshire Hathaway (NYSE: ) had a shareholders meeting this weekend. And we should care because? Agreed. No one cares about Berkshire events. I mean, the stock trades north of $420,000 per share. Do you own BRK.A? If so, why are you reading me? Am I that entertaining? (I hope so.) Anyway, Berkshire […] Charlie Munger Is Wrong: 3 Misconceptions About Bitcoin
May 3, 2021 Cryptocurrency, Winning Investor Daily
When Charlie Munger was asked about bitcoin, his criticism agitated me. So, let me clear up a few misconceptions. The Real Reason the Markets Have Gone Mad (and What to Do)
May 3, 2021 Big Picture. Big Profits., Stocks, U.S. Economy
A handful of competing forces have made this trading environment one of the most difficult to navigate in decades.