Swamp Yankees
The people at the Federal Reserve keep telling me that we are headed into a recession. I don’t see it!
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.
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.
Everything Is Worse Because of Private Equity
Have you noticed that across businesses in a range of industries, prices are higher and the customer experience is worse?