By Zev Abraham - Maybe it does not seem strange to others, but it seems odd to me that business schools do not teach financial and economic history. To the extent those subjects are taught, they generally take place[…]
POSTED ON
October 8th
- POSTED IN
Commodity,
Risk On / Risk Off,
residential housing,
Lumber
By Zev Abraham - Trees are the biggest living organisms on earth. The largest trees are more than ten times the size of a blue whale, which is the largest animal. That is huge! The typical trees harvested for lumber[…]
POSTED ON
September 24th
- POSTED IN
Portfolio Construction for a Challenging World,
Risk On / Risk Off,
technology,
trends
By Zev Abraham - “Prediction is hard. Especially about the future.” – Dr. Nils Bohr, the Father of Quantum Physics Investing is not easy and sometimes its thankless, even when you are correct. Last month we wrote[…]
POSTED ON
August 13th
- POSTED IN
Gold,
Relative Value of Gold (and Credit),
interest rates,
U.S. Dollar
By Zev Abraham - “Lets be honest about gold: It’s a pet rock” – Jason Zweig, The Wall Street Journal - 2015
POSTED ON
July 31st
- POSTED IN
Gold,
Price of Gold
By Zev Abraham - “Gold is Money, Everything Else is Just Credit” - J.P. Morgan