Latest Insights on ANET
3 Investments For The Coming Global Food Crisis
June 18, 2022 Great Stuff
Ukraine On The Scarecrow, Blood On The Plow Scarecrow on a wooden cross, Russia in the barn. 42 million hectares that used to be Ukraine’s farm. They grew up like their daddies did; their grandpas cleared that land. Great Ones, when I was five, I walked the fence while grandpa held my hand. True story, […] Housing Crashes, Coinbase Clashes & Tesla Trashes
May 27, 2022 Great Stuff
Friday Feedback: The “Housing Crashes” Edition Arrr ya ready, Great Ones! Aye! Aye! Mr. Great Stuff! Oooh! Who lives in Kentucky out in BFE? Mr. Great Stuff! Absorbent and yellow and porous is he! Mr. … wait, you get us with this every time! Yeah, and I still think it’s funny. Y’all know what today […] The Fed Can’t Fix It, Walmart Drones On & Wendy’s Frosty Buyout
May 25, 2022 Great Stuff
The Fed Won’t Save You This Time Great Ones, I’ve caught a lot of flack for reiterating and believing in the Federal Reserve’s former mantra that inflation is transitory. I honestly believed that narrative. It made sense … at the time. But times change. New facts and events emerge. New data is made available. And […] The Emperor’s New Clothes Moment for Crypto
May 17, 2022 Cryptocurrency, Investment Opportunities, Real Talk
(2-minute read) The crypto community said he'd lost his magic touch. But it was them who ended up burned. Charles shares why...
Aduhelm’s Deep, Lord Of The Rental Cars, Paramount’s Doom
May 3, 2022 Great Stuff
A “Reasonably Likely” Excuse… Great Ones, as some of you may remember, I have a bit of a personal beef with drugmaker Biogen (Nasdaq: ). I know. I know. You’re not supposed to get emotional when trading or investing. It’s the No. 1 rule, after all… Well, it’s No. 2 behind “Don’t Panic!” but the […]