‘Licker talks mighty loud w’en it git loose fum de jug.’ Uncle Remus You might be wondering…what’s our choice for the Desert Island Challenge? Today, Tom Dyson, our Investment Director at Bonner Private Research, comes forward. But first we confront the possibility that there is no Big Gain to be had… not between Heaven and […]
By Bill Bonner,
Where is the Big, long-term gain? We are looking at the biggest credit bubble in financial history; the risk is that it will blow up. Where can we rest comfortably… safely… profitably? Source: The Far Side, by Gary Larson Where’s the Big Gain? Is there one? For every patch of ice on the sidewalk there’s […]
By Bill Bonner,
Typically, a bubble attracts its own pin. By trying to contain Chinese innovation, the Trump/Biden administrations seem to have sharpened its point. Source: Chinese AI firm Deep Seek (whose logo is a whale) arrives in San Francisco Bay bearing gifts for Silicon Valley ‘More investment does not necessarily lead to more innovation.’ —Liang Wenfeng, Founder […]
By Bill Bonner,
Can you really get ‘there’ from ‘here?’ Here we are… a late, degenerate empire sitting on a debt bubble that is ready to blow sky high… run by people who benefit from inflation and deficits. ‘There’ is a peaceful, ‘soft landing’… bringing debt under control without a depression… avoiding a meltdown and controlling inflation. Javier […]
By Bill Bonner,
‘We live in a soap opera country. We live in a social media/cable TV country. In our culture you don’t want to focus on boring policy questions; you want to engage in the kind of endless culture war that gets voters riled up. You don’t want to focus on topics that would require study; you […]
By Bill Bonner,
Suddenly, everybody is on board. ‘Ready to work with’ Donald Trump. Democrats. Republicans. Tech bros. Hollywood stars. Everyone. All of those who rigged-up the economy now say they are ready to de-rig it. Those who spent money as if they had robbed it from a bank now seek ‘efficiencies.’ Those who loaded $36 trillion of […]
By Bill Bonner,
Investment ideas from the edge of the bell curve.
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