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  • Muddle Through and Your Long Term Returns

    Muddle Through Gets A Boost Honey, I Vaporized My Customers Consumer Spending is Going, Going...South The Boomers Break the Deal Today we drop back to take a look at the economy and its long term effect on our portfolio returns. I am in Orlando this week, speaking at the Newport Advisor Conference sponsored...
  • The End of Medicine

    Introduction This week we look at a very intriguing new book by good friend Andy Kessler called The End of Medicine , subtitled "How Silicon Valley (and Naked Mice) Will Reboot Your Doctor." As long-time readers know, Andy ran a high-tech hedge fund which went from $100 million to a $1 billion...
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