As the saying goes, “from the ashes a phoenix shall arise.” And the same can be said...
Tag - COVID-19
The Pain From Inflation Is About to Get Worse
As I write, we’re finishing a brutal election cycle that will likely change the political landscape...
Recessions Bring Hardship and Massive Opportunities…
Legendary economist Milton Friedman once described inflation as “always and everywhere a monetary...
Why Persistent Inflation Is Here to Stay
In February 2020 – right before Covid reached America’s shores – I gave a private talk to a room...
How to Start Preparing for the Next “Up” Cycle
We're on the “1980s Recession Clock”… That's what my colleague Pete Carmasino...
Great Investors View Bear Markets as Buying Opportunities
The current stock market reminds me of one of my favorite movies. Sideways. It’s not a new release...
Semiconductor Shortage Reveals Massive Investment Opportunity as Chipmakers Scramble to Meet Demand
After the past couple of years, it’s safe to say we’re used to unusual events. But one stood out to...