This week, I published the most recent letter from one of my good friends, hedge fund manager Lawrence Lepard.
Thanks for the Petty reference. Its been very frustrating watching high cash flow energy positions stagnate. Patience.
This is a great article. It would also be a great podcast. I really seek out Larry Lepard and other like Luke Gromen, and try to hear what they have to say in long-form interviews.
Sorry, BTC is the gold you've been waiting for. You can move to Central America with your self custodied wallet and no one knows. Once the Blackrock ETF gets approved, school's out.
Larry is right, BTW, the lovely Laura from JM Bullion called me just now just to make sure my order arrived. Thanks for the heads up on a great source for my gold, I told her again you recommended her.
Is the link correct for the full 30 page report? I have it linking to yesterday’s post. Thanks - love you!