By Sean Dempsey, 04/15/25 The silver mining sector stands at the threshold of a potentially historic rally, driven by a rare confluence of macroeconomic imbalances, collapsing input costs, and structural mispricing. As of April 2025, the silver-to-gold ratio sits just under 100:1, a level that, while not unprecedented, remains among the most extreme in modern […]
To pick up from Warp Whistle 11 of “The Investor’s Warp Whistles,” what follows are specific examples of administrative bloat as well as lessons from what a college looks like today. Administrative Bloat These excessive expenditures serve to enhance the university’s brand or to attract prospective students—but they do nothing to improve the quality of […]
Tonight you turn on tv. CNN, Fox News, MSNBC. All media sources, all newspapers, all outlets: they all scream one thing: You must decide in a handful of months what the entire country is to have for dinner. Unfortunately there are only two options. A pile of cow manure. OR a pile of horse manure. […]
