The Only Deep Value Left In This Bloated Circus Of A Market

Nothing makes sense. But at least we'll be able to say we lived through a period of unprecedented market distortions prompted by the childish idea that printing money can fix problems.

I was looking at charts of uranium stocks and Bitcoin last night—both of which have performed extraordinarily over the last year—and was thinking to myself that I could easily remember a time in the not-so-distant past where both of these asset classes were completely unloved.

Which reminds me of another asset class that right now is in the midst of waves of hatred and disapproval from the market, but I think similarly could wind up outperforming in the coming years.