It’s no secret that there are shortages and uncertainties in the import/export world occurring all around us. Tariffs, geopolitical posturing, active bankruptcies, incompetence, misallocation of capital and wars have real consequences. These consequences are equivalent to a tidal wave that modifies everything in its path; some for the bad, some for the good (if you’re […]
Category: Finance/Geopolitics
Prepare for Chaos
So…the shows over now? No More Geopolitical Tailwind? Have a look at gold and silver over the last two months or so–it’s seen better days. Does this therefore mean that the fears that drive buyers towards these metals are drying up? Does this mean that the Middle East is going to resolve it’s differences and […]
Was Warren Buffett a Fraud?
Did Warren Buffett really use compounding for his giant net worth–or was there something else at play?
If It’s Not AI, I’m Not Buying It
Now, every single company is racing to label their company as being AI-related in some way to catch a little bit of the spoils of the frenzy. Instead, gold miners are making money hand over fist.
The Problems VC Funds are Facing
Now, we’re seeing a mix of less founders, less growth, a difficulty in achieving power over the market and a technological innovation that is backfiring against them.
CAUTION: No More Dollars…
Swaps Are The New Dealer for Those Addicted on Dollars It’s said that the Global Financial Crisis of 2008 was not necessarily about Real Estate (although that was the traded asset behind everything) but more about the shortage of dollars–or at least the people willing to share dollars to others. If we consider the Global […]
Why On The Ball Likes Shipping
When I’m Not Speculating, I’m Looking For Longer Term Plays Admittedly, I love shipping stocks. I largely view them as a sector rich in cash, paying higher and higher dividends, securing future contracts to de-risk operations and seizing the opportunity of buying further ships in a counter-cyclical fashion. Management teams seem to be very practical, […]
The Spider Web Business Model
Back Story I grew up with computers and video games to waste months of my life on the computer. In fact, that my be an understatement because I remember ActiVision (video game creator) kept record that I had spent over 33days playing ONLY Call of Duty 4 on Xbox 360 when I was younger… (yes […]
The US Dollar Will Come To An End, But Not Yet
I hope you’re not a stranger to On The Ball, LLC where you’ve found my interesting travel experiences, stories and economic predictions. As part of these travels you notice lots of things, good, bad and sometimes ugly. One thing, that the so-called experts or talking heads get wrong is their assumption that the death of […]
Nvidia is the Hot Air Inflating the AI Bubble
I wanted to do a deep dive on Nvidia but I began working on our new app (join as a member for more!) Nevertheless, here are some illuminating charts, photos and links and data for you. My $SOXS are on ready for this to end! On February 23rd, Nvidia casually added another $35 billion in […]
