Archive for October 2020

Fire Sale

“Private equity companies are sitting on more than $2 trillion,” says Zach Scheidt. Here’s how these lucrative companies “make money in both good times and bad.” Read More

Debt Death Spiral

“There’s no legal impediment to even higher debt levels,” says Jim Rickards, “if Congress wishes.” But there’s no good way out… Read More

Free Market My ***

Social media’s swift ban hammer on “hate speech” and “misinformation” is more self-serving than you think. Read More

Moneyball Meets Wall Street

“SPACs right now are hot,” Ray says, “and everyone wants to get into the action somehow.” Read More

Sign of Strength

Go figure: At the time of writing, the S&P 500 is only 2% off its all-time high — which was achieved only six weeks ago. Read More

The Great 5G Letdown

Apple’s pricey new iPhone “primes consumers for the higher cost of even more advanced connectivity that could be making its way,” Ray Blanco says. Read More

The New “Froman Memo”

A curious mainstream narrative begs the question: Is there a 2020 version of the “Froman email” floating around Wall Street and D.C.? Read More

Red, Blue and Gold All Over

Regardless of the election, gold’s scarcity coupled with swelling demand — and a pandemic in the background — seem like a recipe for a Midas metal rebound. Read More

Vaccine Stampede

Ray Blanco on the question that’s overshadowed Trump’s illness, the mainstream media and the election cycle: “Will we get a vaccine before the election?” Read More

The Peril of Playing It Safe

“Following the 60/40 [portfolio] rule no longer gives you stability,” says retirement specialist Zach Scheidt. “It actually increases your risk!” Read More