All Topics
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New Casey Key Cams
On Casey Key, a barrier island protecting Sarasota Florida, Donna Carpenter and I live directly on the Gulf coast on the highest point of land, 12 ft above mean sea level. We have a web cam aimed due west through a few palm trees to the eight mile nearly... | 9 May 2013
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What’s Wrong With Gold? Some Speculations…
Gold has been the poorest performing industry group for the past two quarters, down approximately 20%. It is possible this decline is normal after a huge run and during a Konfratieff winter when anything can happen, often without meaning. Or the increas... | 12 April 2013
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The Perverse Lesson of Bitcoin for Other Currencies
A reminder that currency is the value of promises carried by the paper on which it is printed, in the form of Bitcoin, which makes no pretense to have any promise whatsoever except what the market attributes to it. Bitcoin has appreciated sixfold in term... | 30 March 2013
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Jeremy Grantham Meets Charlie Rose
A virtuoso conversation by Jeremy on market bubbles, central bank debasing currencies, food and water shortages, attractiveness of forest and agriculture investments and the appeal of paper vs. real investments. His firm, GMO, is a $100 Billion global fi... | 17 March 2013
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A Kondratieff Winter in Florida
Here's my latest radio interview with John Budden, on his JB Investment website.... | 9 March 2013
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Obituary – James L. Fraser
My long time friend, James Fraser, leader of the Contrary Opinion Forum and many other things connected with independent thinking died this week. Here is a link to the obituary in the Burlington Free Press. I prepared a video "Ode to Jim" that you c... | 11 February 2013
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Ode to Jim
My long time friend, James Fraser, leader of the Contrary Opinion Forum and many other things connected with independent thinking died this week. This is my video Ode to Jim. Here is an abbreviated transcript: Ode to Jim Hey, Jim. You are gettin... | 11 February 2013
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Take/Give
When you get to the "distribution phase of one's life", it is far more important to concentrate on the quality of intellectual and ethical advice, how finances are to be divided, and one's legacy of behavior rather than other acquisitive factors.... | 8 February 2013
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Liquidity is King
Markets all over the world, in nearly any asset class, display a preference for liquidity over quality, location and return. To bet against this tsunami is dangerous to market surfers.... | 8 February 2013
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Online Interview with John Budden
Here's my latest radio interview with John Budden, on his JB Investment website.... | 19 December 2012