A quick recap of the last few weeks. First, Silicon Valley Bank got into solvency problems and filed for bankruptcy. “Solvency problems” doesn’t really mean much to most

Let’s start with a story. Take a look at this screenshot: I get messages like this all the time. For most of my friends, I’m their “investment guy”,

Theres a reason we’re very choppy in the market right now. Inflation is at all time highs. Interest rates need to go UP, but governments have resisted upping

If you follow 13Fs you will see Warren Buffett is betting big on oil, with multi billion dollar bets on Chevron and Oxy this quarter. I think he’s