Swamp Yankees
The people at the Federal Reserve keep telling me that we are headed into a recession. I don’t see it!
NIGHT MOVES and the Pitiful State of the American Literary Man
I want to talk about why this book is important.
Something Important Just Happened
A couple of weeks ago, I wrote about how I thought the bottom in commodities was near. I think it happened.
Do Politics Affect the Markets?
How much do politics affect the markets? The way people talk, you would think that politics would affect the markets a lot.
The Coming Commodities Bull Market
People like stocks and bonds but don’t like commodities.
If the Music’s Still Playing, You Have to Keep Dancing
Private equity firms do private equity. If they run out of good opportunities, it’s not like they're going to switch to, say, commodities trading.