Investment decisions, their genesis, and our thinking behind them.

Misinformation Has Its Upside

POSTED ON December 8th - POSTED IN energy, clean energy

By Zev Abraham - Freedom of speech has been in the news a lot lately. Elon Musk has become the lightning rod for the subject because of his takeover of Twitter, the proverbial modern day “town square” that had been[…]

Animal House

POSTED ON August 17th - POSTED IN Risk On / Risk Off, energy, Nancy Pelosi, Taiwan

By Zev Abraham - “Over? Did you say over? Nothing is over until we decide it is. Was it over when the Germans bombed Pearl Harbor?” -Bluto Blutarsky, “Animal House” 1978

Welcome to the Jubilee

POSTED ON June 13th - POSTED IN Risk On / Risk Off, war

By Zev Abraham - "You shall have the fiftieth year as a Jubilee; . . . it shall be holy to you." -Leviticus 25:11-12

International Trade is Not Charity

POSTED ON April 4th - POSTED IN Risk On / Risk Off, war, De-Globalization, Sanctions

By Zev Abraham - “Forward, the Light Brigade!” Was there a man dismayed? Not though the soldier knew Someone had blundered. Theirs not to make reply, Theirs not to reason why, Theirs but to do and die. Into the[…]

Gold, the New Bitcoin

POSTED ON February 25th - POSTED IN Gold, Risk, Risk On / Risk Off, Bitcoin

By Zev Abraham - “Gold is Money, Everything Else is Credit” - JP Morgan in testimony before the United States Congress, 1912

Zev Abraham
Director of Research

Author of Risk On / Risk Off.

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