Everybody Expects Inflation to Soar This Year

Everybody Expects Inflation to Soar This Year

When nearly everyone in the financial markets expects something to happen, usually something else happens. This creates opportunities for the few people who dare to use contrarian strategies during times of consensus. At the beginning of 2023, everybody and his uncle...
2025 Tech Stocks Will Be Toppy and Choppy

2025 Tech Stocks Will Be Toppy and Choppy

Let me be crystal clear: I am not calling a top in the stock market. I am, however, calling an end to the easy, massive returns that passive index fund investors enjoyed in 2023 and 2024. Let’s recap not just the past year (like many other commentators are doing), but...
Should You Buy Bitcoin at $100,000?

Should You Buy Bitcoin at $100,000?

Just a few days ago, my dentist told me he was thinking about mortgaging his office to buy more Bitcoin. I was alarmed but not surprised, as FOMO (fear of missing out) hits the hardest when Bitcoin reaches new milestones like $100,000. Many years ago, the well-known...