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The Inflation has Landed The media has recognized and confirmed what we have been warning about for some time, that inflation was on the way. Well it is finally here. ‘The accommodative/bailout policies of Greenspan and his protégé Bernanke as figureheads of federal intervention and involvement into financial and monetary affairs and their ability to

What Happens Next Economists describe inflation as “too many dollars chasing too few goods.” When you have too many dollars chasing the same thing, the chase will drive the price up. Things will become more expensive. If you look below, you will notice the stock market chart from the end of World War 2 1945

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 +45.65% Vs SPDR S&P 500 ETF Trust (SPY) +17.51%: 11 October 2018 – 20 July 2020: We have had 5 double baggers (+100%) in this portfolio. 4 remain open and we

  By keeping our eyes peeled and ear to the ground, we are identifying themes early, whittling down our choices and then pulling the trigger. We even announced our latest ‘Social Unrest’ pick Smith & Wesson (SWBI) at the end of May and it has returned +77.61%. We remain long guns. Teladoc (TDOC) was sourced

“It is inhumane, in my opinion, to force people who have a genuine medical need for coffee to wait in line behind people who apparently view it as some kind of recreational activity.”― Dave Barry STARBUCKS LEADS THE PACK The Pandemic has seen consumer needs change dramatically. Starbucks, one of the largest coffeehouse chains in

Our ‘Social Unrest’ trade via Smith & Wesson (SWBI) is up 53.8% since our entry on 27 May and we expect more to come. It was trading as AOBC on entry but changed it’s name back to Smith & Wesson as we outlined in the original article. Our original piece: https://lnkd.in/erzs2xc We pay attention to what

Two new positions have been added to The Impartial Lens Portfolio. We opened a long position in American Outdoor Brands Corporation (AOBC) on Wednesday 27 May. From Monday 01 June, the company will change its name back to Smith & Wesson Brands. The new ticker symbol is ‘SWBI’ and will be listed on the NASDAQ. https://finance.yahoo.com/news/american-outdoor-brands-prepares-spin-200500475.html

The U.S. has the highest levels of gun ownership per capita rate in the world and due to recent events such as the Pandemic and the latest eruption of civil unrest over the past week, we have identified ‘Social Unrest’ as a new investment theme for our portfolio. According to the FBI background check system,

Tick tock goes the U.S. debt clock. Here’s 25,613,445,552,880 reasons to be fearful of further volatility in the markets: For a few more, go here: https://usdebtclock.org At some stage, this number will become very important and when it does, it will become important to everyone. We are long volatility/fear in the markets as complacency has set