Timing the Sector Amidst Geopolitical Chaos AI Bulls vs. Perma-Bears Reality: Narrow scope of opportunity…sailing the planet Above is an explanation I have provided that because of constant misallocations, craze and hype, and credit expansion, there’s been so much lopsided investment that genuinely valuable, cash-flowing assets are accumulating simply waiting to be purchased. I believe […]
Tag: #StayOnTheBall
August 30th, 2026
Weekly Weigh In: Real Estate Math, Trip to Sicily, Russia Supported, Jeff Thomas Libertas Real Estate Reminder Napkin Math… if you buy a $400,000 home with 20% down at 7%… You borrow $320,000. Over 30 years, you repay about $766,000. Add the $80,000 down payment and you paid ~$846,000 total. That’s before taxes, insurance, or […]
My Trip Through The Trash
First Time To Sicily For Investment Research Coming from Trapani airport we realized that money has left here 50 years ago…and hasn’t stopped since. I was genuinely happy to have left this island. I had gone to Sicily for three main reasons Only a few countries have made me feel sketched out, Canada being one […]
Paraguay Problems Nobody Talks About PART THREE
This is the 3rd post of articulating the problems in Paraguay that nobody wants to discuss. Please read the first two articles first!! Prepare
August 23rd, 2026
Weekly Weigh In: SPR Drained, Russian’s Hurt, Armenian Vassal, Milei the Clown, Election Robbery Russia Economic Troubles I am speaking with some Russian sources who note how much they are struggling from month to month. The lack of diesel is a real problem for many of them, many with concerns over attacks on the ground […]
🚨Investment Powerplay 🚨SLAM Into it Now, Or Later?
On The Ball writes about another mining opportunity. Subscribe for more!
August 16th, 2026
Weekly Weigh In: Colombia, Israel Conquers Argentina, Cheese Finance, NEW Travel Advisory https://sealionoffice.com Please see my latest site for interested investors. Another Colombian War? Colombia’s new right-wing President “El Tigre” has just asked President Trump to deploy the US MILITARY against drug cartels, inside Colombia. Colombia’s newly elected President Abelardo de la Espriella plans to […]
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.
Peru is Prepared to be Unprepared
Peruvian Bankers are completely committed to just band-aid over one crisis to the other…they continue to ignore the solution.
Malta
On The Ball Travels Vacation for a week or less, Amazing. Living there, Get. Me. Out. Trip to Old Malta I flew from London Heathrow direct to Valletta, Malta. KM Malta Airlines was a nice little change compared to other airlines (we noticed the airline agents were Indians, something that will make sense later on). […]
