The Naked Dollar

How Now, President O? I won’t be the first to point out that Scott Brown’s election in Massachusetts was unthinkable (see his Ford truc...

For my final letter every year I look back 12 months to see how I fared predicting the year ahead. I always point out that these things are ...

You Say Tomato... Ever since I can remember, I've been a contrarian. Don't know why, exactly, it's just in my DNA. I became a...

Speaking of inflation, some alarmists are concerned about a “bubble” in oil prices, citing the recent run-up. Well, it all depends on your...

The Great Debate I would like to return to a subject we have touched on in the past: the inflation vs. deflation debate. Few things mat...

Those of you who have been receiving this letter for years know that prediction markets are one of my pet subjects. The recipient list has g...

No matter what’s happening in the world, trees grow. We love that 60% of the return on timber comes from biological growth, making it both u...

I always preface this endeavor by saying that predicting the stock market is a fool's errand, but who can resist sometimes? So, at the r...