Let’s talk about gold. Let’s think about history and the future, and let’s think outside the box.
Report From Leen’s Lodge
I’m sending this note while at the annual Camp Kotok gathering in Maine. It has been quite a week.
Let’s talk about gold. Let’s think about history and the future, and let’s think outside the box.
I’m sending this note while at the annual Camp Kotok gathering in Maine. It has been quite a week.
Even as wide swathes of American life have fallen victim to culture wars, higher education was seen as immune. Until now.
Chris Whalen and I talked at some length recently about what US credit default swaps denominated in the euro can tell us about default risk and whether it’s a good idea now to hold some gold.
Companies the size of SpaceX or Nvidia can move entire indices. What are the practical and psychological implications of enormous scale for investors?
David would love to hear from you. Please Feel free to reach out and send an email.