Pipes and Theories: Keynes v. Hayek Rap Battle, Part II
A great visual demonstration of what is wrong with our centrally-planned economies. The facts speak for themselves, we do not need the fed bailing out the losers...let the losers lose and set the markets free!
Sunday, May 29, 2011
Sunday, May 8, 2011
Sell In May And Go Away
We continue to hold approximately 40% of our portfolio in cash, as we feel there are too many near-term risks to justify going all-in, especially in an environment where we do not see great investing opportunities. More details can be found in the May edition of our newsletter.
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