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Master of Coin
They're only numbers on paper. Once you understand them, it's easy to make them behave. In HBO’s monumental hit series “The Game of Thrones,” there were…
Apr 5
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Master of Coin
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2
Monopoly
The How-to Guide for Investing
Feb 21
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Monopoly
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12
The Money War
The two-percenters V. The orange pilled
Feb 11
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The Money War
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5
Conventional Wisdom in the Financial Markets
Everyone has a movie or two that nearly the whole world has seen, but they haven’t. For Bagholder, one of those movies was The Matrix. He saw no need to…
Dec 18, 2023
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Crash Positions II
An update on where Home prices are headed from here
Nov 6, 2023
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Crash Positions II
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Keep Your Shorts On....
One of the best ways to maintain a well-balanced stock portfolio is to diversify. Many consider themselves diversified by deploying capital in multiple…
Apr 19, 2023
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Keep Your Shorts On....
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7
SVB Awards Ceremony
And going Back to School ...
Mar 20, 2023
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SVB Awards Ceremony
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Crash Positions...
A Real Estate primer
Mar 10, 2023
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Crash Positions...
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13
The Walking Dead
Imagine the household of John & Jane Doe with 28k in their checking account and an annual pre-tax gross income of 125k. For the sake of argument, assume…
Feb 9, 2023
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The Walking Dead
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2
Handi-capping FTX
The year was 1982. The state of Illinois handed Bag a Driver’s license - and his 10-speed bike became a thing of the past. The entire Chicago-land area…
Nov 24, 2022
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Handi-capping FTX
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6
Liftoff in the Gold Market
3...2...1...
Nov 9, 2022
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3
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Liftoff in the Gold Market
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Exposing Fraud in the Silver Market
What backwardation is telling us...
Oct 28, 2022
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Exposing Fraud in the Silver Market
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