Category Archives: Uncategorized

Grab some pine, meat!

It can be very hard for ordinary investors to separate fact from hype.— U.S. Department of Labor, warning against investing in cryptocurrency in 401(k) plans 1) Greed, 2) Grift, 3) Hype, 4) Enabling Delusions,  5) Overshoot, and 6) Shattered Dreams … Continue reading →

A Happy Father’s Day!  Ditto for all the single moms,  who never had a father around to help with the kids.  They are superheroes in my book and will be the first in the Kingdom. I have a single mom … Continue reading →

  It won’t matter until it does, and then it will matter, and really matter. – GMM We are reposting a piece on inflation from last summer.  The markets’ myopia never ceases to amaze.  If you don’t want to read … Continue reading →

GMM will be laying low this summer, working on a special project, recharging our batteries, and working through the rest of the Five Stages of Grief after losing Carol K. We had planned a big reset and revamp of our … Continue reading →

The classic line from the cult movie, The Graduate, needs some updating.    Thank goodness for the creative destruction of capitalism.  The following video epitomizes the answer to many of the world’s problems — private sector innovation and entrepreneurship.  In … Continue reading →

If you’re wondering why we’ve been pounding the table, warning of the evils of inflation over the past 24 months, I received a text from an old college baseball buddy this weekend, which encapsulates the fiery coals and burning sulfur … Continue reading →

1. Crack Spreads At Record High The traditional relationship between crude and refined products is broken. WTI is anchored around $100-$110 a barrel, suggesting that — in barrel terms — gasoline, diesel and jet-fuel prices shouldn’t be much higher, once … Continue reading →