Latest from the Lens
World events. Market consequences. A good read.
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Cassandra’s Crossing
“A democracy cannot exist as a permanent form of government. It can only exist until the voters discover that they can vote themselves largesse…
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Brain Frog
“More recently, the West began using technology to flatten the very physical evidence of natural cycles. With artificial light, we believe we defeat the…
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The Butterfly Effect
Recent events reminded me of what my colleague sent to me on 22 March 2020: ‘If humans ate the bat that gave us the…
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Joe Biden’s Amnesia
Joe Biden’s Amnesia… Below are the comments from President Biden while responding to the senseless Jonathan Lemire from the Associated Press. (You can click…
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The Weekly Lens
The Inflation has Landed The media has recognized and confirmed what we have been warning about for some time, that inflation was on the…
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The Devil is in the Details
What Happens Next Economists describe inflation as “too many dollars chasing too few goods.” When you have too many dollars chasing the same thing,…
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Portfolio Update July-20-2020
We will fight and hedge them every way we can. Our portfolios are built to survive economic Darwinism. Anti-fragile. The Impartial Lens Model Portfolio…
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Portfolio Update June 2020
By keeping our eyes peeled and ear to the ground, we are identifying themes early, whittling down our choices and then pulling the…
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Addiction Trumps Corona
“It is inhumane, in my opinion, to force people who have a genuine medical need for coffee to wait in line behind people who…