Blog Posts

I've been following gold pretty closely since I first proclaimed, 'it's time to get greedy…

'What is the opposite of a "margin of safety"?' This is a question I've been…

A version of this post first appeared at The Felder Report Premium. "This time is…

It's hard to believe it was over two years ago I wrote, "I’m Hearing A…

I've written some here about the "short vol" trade, it's various forms, how it's grown…

Over the past few months, insider selling (the legal kind) by top bank executives has…

I have argued that "passive investing" is an oxymoron because it denies precisely that which…