A couple months ago, I was invited to Palm Beach for the “Free Speech Investment Summit.” It was an opportunity to do a “deep dive” into the company Truth Social. I got to speak with the company’s leadership, interview the CEO, and get all my questions answered. My better half and I at Mar-a-Lago Unfortunately,…

Here we go again… another month, another hit piece on Nancy Pelosi, her family, and her trades. The Department of Justice recently announced an antitrust lawsuit against Visa, causing the stock to careen lower from $288 to $268. To me, this is a nothingburger. Visa’s lawyers will be compensated very well, they will reach a…

At the beginning of August, the market crashed: It’s been well dissected, but the basic idea was this: The Bank of Japan decided to hike rates while U.S. data came in soft. This led to a massive unwind in multiple trades at the same time. You may have never traded the AUD/JPY cross, but it…

Gold has been a solid performing asset class this year: It’s up nearly 30% year-to-date.  Gold investors have been bidding up the shiny metal in anticipation of the Federal Reserve easing policy by way of rate cuts.  It’s a trade that has done well in the past: When the Fed starts to cut, gold rallies…

Have you seen this chart floating around your favorite internet haunts? It shows Ferrari’s (RACE) stock price – which has soared 122% since 2023 and now sits near all-time highs – against Dollar General’s (DG) stock, which, well, hasn’t done so good. Now, Dollar General is often the only retailer for miles in rural areas. …