When Tesla Powerwalls and the Congo Basin Collide

When Tesla Powerwalls and the Congo Basin Collide

“Doctor Livingstone, I presume?”   It was the age of Exploration! Dispatched in 1869 by the New York Herald, journalist Henry Stanley undertook a roving commission of the Middle East and Africa which included the relief of Dr. David Livingstone. A Scottish explorer of whom little had been heard since his departure for Africa in 1866 in search of the source of the Nile. During […]

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4 Ways to Discover an Elephant Bull Market

4 Ways to Discover an Elephant Bull Market

The Silk Road was an ancient network of trade routes connecting the East to West for centuries. Named after the lucrative silk trade, the route was forged in 200 BCE by the Han dynasty. Its usefulness extended into the Roman Empire and Medieval times until its final demise in the 1300’s under the Mongol hoards lead by Genghis Khan. The Silk Road was made famous […]

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Why Gratitude Leads Down the Road to Riches

Why Gratitude Leads Down the Road to Riches

“Everybody has a plan until they get punched in the mouth.” —Mike Tyson     Soweto is a township in Johannesburg, South Africa that borders the city’s mining belt to the south. Its name is an English syllabic abbreviation for South Western Townships and currently home to 1.2 million people. Its history is fascinating dating back to 1887 when 100,000 people flocked to this part of […]

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3 Strange Clandestine Operations

3 Strange Clandestine Operations

The Third Rail   During the ‘Death Throws” of Apartheid in South Africa in the early 90s a common term came about – Third Force or Third Rail. A seemingly invisible violent faction emerged during political protests to cause havoc and destruction and then mysteriously disappeared. The big question was who was this Third Force? Who did they answer to? And who was funding them? […]

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2 Reasons Why the Odds are Stacked Against the Fed

2 Reasons Why the Odds are Stacked Against the Fed

We continue to hew to our favorite scenario of a market downturn in the intermediate future … In 2 Painstaking Reasons the Market can expect a Midlife Crisis we show how total business sales have been dipping lower while total inventory build is stagnant or moving higher. That’s a recipe for a recession! Think about how apparel stores cope with a similar situation. They DRAMATICALLY discount […]

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2 Painstaking Reasons the Market can expect a Midlife Crisis

2 Painstaking Reasons the Market can expect a Midlife Crisis

Could the markets be facing a stock market crisis? In our last market note (How to Unleash a Dragon) we commented that a rally in March was expected given the degree of selling in January and part of February. The magnitude and breadth of the rebound has surprised us but short covering rallies are normally quite breathtaking. Our suspicions of a short-covering rally were confirmed […]

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Bear Market Investing Strategies to Unleash a Dragon

Bear Market Investing Strategies to Unleash a Dragon

<Meta> Read about how our strategy shifted to one of capital preservation using bear market investing strategies versus capital growth. Mounting macro headwinds that, in our estimation, shifted probabilities towards a pending equity bear market. We executed this strategy by selling our losers, emerging markets & energy for example, raising cash levels and other bear market investing strategies.</meta>          [GS note: make […]

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Why a Southern Hemisphere Trip Changes Your Investment Perception

Why a Southern Hemisphere Trip Changes Your Investment Perception

Thursday, October 01, 2015   They rent the babies a friend told me!   I just returned back from a 2 week trip to South Africa with my youngest daughter. I spent all my time in Johannesburg, the city I grew up in. It was a bittersweet trip for me. I have not been back to my native country for over 10 years. No, I’m […]

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Bear Market Investing Strategies to Unleash a Dragon

Bear Market Investing Strategies to Unleash a Dragon

Read about how our strategy shifted to one of capital preservation using bear market investing strategies versus capital growth. Mounting macro headwinds that, in our estimation, shifted probabilities towards a pending equity bear market. We executed this strategy by selling our losers, emerging markets & energy for example, raising cash levels and other bear market investing strategies.

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