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I don't think many people understand the severity of the current financial problem. It is going to be more severe than the gfc. Cash is King....
I share your perspective on this. For me, it comes down to this: Can a company survive in the absence of all retail activity for a few months if...
CNBC, Bloomberg, etc. after the closing bell shows have interviewers asking why we don't just close the markets until this all blows over. I find...
I had a plan to sink our cash into the market on the way down, in stages, at various discounts. That plan was stopped three weeks ago when I...
Mr. Zukodany. I appreciate your opinion and wish to share my own. At this point, I feel I can tell somene's politics when discussing almost any...
I assumed Giga Berlin would be built very fast but more slowly than Giga Shanghai. It was a popular thought process. Groundwork production is...
By the way, I've been monitoring the bond market as the foundation stone of the US economy. It's in trouble. It's clear it will soon be in big...
In the late 1990s, I made a lot of money during a period when my macro views were absolutely wrong. It turned out to be luck. In 2017, I got out...
Money. It's all about trying to create an objective view of the problem and make projections on the impact of the problem. Those who think the...
Amen, Mr. Thompson!
I'm starting to like the Yahoo finance YouTube channel. They don't talk down to viewers nearly as much and some of the content is relevant and...
I appreciate the current situation in which there will be an absolute outcome. Partisanship will continue unabated but one mind set will be...
Tesla has been respecting the ecosystem at Giga Berlin. How respectful, you ask? They have moved several ant colonies to a conservation area....
Suffice to say, I don't share this point of view. Brian Belski from BMO is calling current market trends "all about fear and rhetoric and...
I feel like I'm harping but I'm going to harp..... Here is my view on the odds of likely scenarios: SHTF - 20% global depression - 45% global...
There is no need to feel badly for a real long. I purchased our initial tranche in 2016 with the hope the company would be worth something in...
A month ago, when I started seriously considering SHTF scenarios, I looked at shorting Fincantieri. Ultimately, I didn't know anything about the...
Back at the CDC, the COVID-19 testing web page hasn't been updated in two days. I hope it's updated today. The last update on March 11 shows...
I believe Boeing will survive the financial winter that is coming but only because it will be bailed out by the government. Two years from now,...
OK, Dude. This is the update I promised a few days ago. I mixed it in with our situation update. Our moves.... When I saw a crash coming in...
