Perhaps gold and silver will be on my laggards of ’26 list. But for now, I have no choice but to concede a grandiose year for many a bug, who must be celebrating the New Year’s in a most effervescent manner.Sector wise the laggards were in chems (-41%), textiles (-31%), truckers (-30%), health care plans...Read More

The muhhhhh debasement trade.Some of my favorite people are gold bugs, even better silver surfers. The fortuitous nature of the gold bug is one to be envied these past few years. Returns are on par with the very best of the AI bubble names, and yet these morons prance around in their burlap garments acting...Read More

There is nothing on the horizon, aside from upside spiraling silver prices, that would suggest danger ahead. Retail is strong. Tech is strong. Healthcare is strong. The economic environ is stimulative and the Fed accommodative. Whilst true the mid-terms might offer some bumpiness into the summer, I think it’s fair to say the really doomful...Read More

I made a spectacular 4 rack rib roast (grass fed), bought from one of my favorite (wealthy) BCW clients and if being honest — I botched it. The marinade had too much acid and it caused some grey in the meat. Moreover, this stupid house I live in has an electric oven and said oven...Read More

Mrs. Fly bought me a box of cards to send out to you good folks. I didn’t trust her to do it because many years ago she sent out wrong birthday cards to wrong clients and made a general mess of the situation. The problem with the cards, if being honest, is that I hate...Read More