In this episode we answer emails from Zane, Slim Jim, and Jim Kirk. We discuss recent moves in world gold markets, good and bad mental models of collective action and critical events, including Mimetic Theory and fractal sand pile models, avoiding the physical metals racket, the data and...
Published 04/25/24
In this episode we answer emails from Anderson, Brian and Drew. We entertain ourselves on 4/20 with Anderson's "Uncle Frank" Portfolio and learn something from it, discuss asset swapping for management of retirement accounts with a hat tip to Justin (Risk Parity Chronicles), and discuss the new...
Published 04/21/24