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Major Long- and Short-Term Turning Point Ahead

First things first: My new book is out on November 15, just one month after our annual Irrational Economic Summit which starts this Thursday. It’s called Zero Hour: Turn the Greatest Political and Financial Crisis in Modern History to Your Advantage. So, when I take the stage in the conference center at the Nashville Airport Marriot hotel at 1:25 p.m. local time (central), I’ll give attendees and LIVE Stream viewers a sneak preview of the most important points of the book. And my co-author, Andrew Pancholi, who spoke to acclaim at our last IES conference, will be back again as […]

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A Review Of Lawrence Creatura’s “Long and Short: Confessions of a Portfolio Manager”

The following review is straight from Operator Kean, a member of the Macro Ops Hub. To contact Kean, visit his website here. Lawrence Creatura recently shared his insights from over two decades of investing in markets. The following are my takeaways from Long & Short: Confessions of a Portfolio Manager. Identify Your Comparative Advantage Creatura advises that investors understand their edge. This point is similar to Warren Buffett’s advice about knowing your ‘Circle of Competence’ — finding what you’re really good at and being aware of where that boundary/circle ends. Creatura writes: Prominent fund manager Bill Miller, who as the […]

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Woof Woof – Long Trupanion Inc. (TRUP)

Trupanion Inc. (TRUP) is a momentum play breaking out of a 19-week ascending triangle. TRUP sells insurance, but not for humans. They sell it for pets. And by pets I mean cats and dogs. It’s sort of tough to get a policy on a gerbil or iguana… Customers pay a monthly subscription fee, and in turn receive coverage for 90% of their veterinary costs for unexpected accidents and illnesses. And it’s all done without a payment cap. TRUP has taken a business model already proven in Europe and brought it to North America (U.S., Canada, and Puerto Rico). Depending on […]

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Quit Living So Long!

The mainstream media has your number. You make too much money, you don’t pay enough in taxes, and you get too many tax deductions. Now there’s a new charge to add to the list – you live too long. We all know that Social Security favors low-income workers. As the graph illustrates, for those at the low end of the average wage scale, Social Security replaces a little more than 50% of their income. As career-average wages go up, the replacement rate goes down. The numbers slide all the way to the top of the earnings scale, where those earning […]

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46 million Americans go to food banks, and long lines for dwindling food supplies begin at 6:30 AM

Those that run food banks all over America say that demand for their services just continues to explode.  It always amazes me that there are still people out there that insist that an “economic collapse” is not happening.  From their air-conditioned homes in their cushy suburban neighborhoods they mock the idea that the U.S. economy is crumbling.  But if they would just go down and visit the local food banks in their areas, they would see how much people are hurting.  According to Feeding America spokesman Ross Fraser, 46 million Americans got food from a food bank at least one […]

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The Beginning of the End: Rising Long Term Rates

The Fed has delayed a rate hike yet again. It seems convinced the economy isn’t ready to survive on higher short-term rates. So we continue to see zero rates to stimulate more economic activity. But today the market is proving just how limited the Fed’s influence really is! I’ve been warning for years now that there is a limit to how much you can stimulate the economy with free money and zero interest rate policies before the financial drugs no longer work. Eventually, the system breaks down from excessive debt and overexpansion. There are two signs that this is finally happening. No. […]

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