An interesting interview between Tim Ferriss and Safi Bahcall discussing (among many other things) the importance of always being intellectually honest, taking a step back, and asking “why?” #podcasts #intellectual #healthcare
Commodities are Both Cheap and Hated (or Ignored). Time to Buy?
I’m with the doctor (Steve Sjuggerud) from Stansberry Research on this one. Most commodities are currently trading at historically cheap prices and are concurrently hated (or worse, ignored) by professional and individual investors alike. Vailshire’s proprietary “all-season” diversified momentum strategy portfolios allocate 10% or more to select commodities and commodity funds that are in a sustained uptrend. Drs. Sjuggerud and …