Lindsay Clancy, Data Centers, and Another Falklands War
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What Exactly Are All These Data Centers For?
Accumulate Liquidity While It’s Cheap
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Doug Casey has said for decades that the worst time to look for liquidity is when you need it. He’s right. And the corollary is just as true: the best time to acquire it is when it’s cheap.
My Path to Crisis Investing
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As I write, I focus on translating US, Canadian, and world events—from the contorted language of media, politicians, Keynesian economists, and pundits—into terms that make sense.
MONTHLY ISSUE: Merging Value Investing with Speculation
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Equity valuations sit well above long-run averages. When the big correction occurs—when the asset bubble pops, or slowly deflates, or implodes—it’s going to hurt almost every position. While the baloney.ai
Weekly recaps are useful as maps. Cross-asset, capital still concentrates in the few risks and holdings that actually drive outcomes after the brochure fades.