Commentary Archives - Page 12 of 98

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22 June 2024

Just turn it off

22 June 2024

“The speculative public is incorrigible. In financial terms it cannot count beyond three. It will buy anything, at any price, if there seems to be some ‘action’ in progress.”

15 June 2024

The Deep State is real

15 June 2024

“Behind every fortune there is a crime.”

8 June 2024

The smartest guys in the room

8 June 2024

“Markets change minute by minute. Human nature barely changes millennium by millennium. There’s your edge.”

1 June 2024

Playing poker with liars

1 June 2024

“This transformation marks a significant departure from the previous role of [US Treasuries] as a safe haven, and it requires a rethink in strategic allocation.”

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