ALWAYS CONSULT YOUR INVESTMENT PROFESSIONAL BEFORE MAKING ANY INVESTMENT DECISION
April 1, 2026 | California’s $91 Billion Warning
California is now facing the consequences of policies that ignore reality. Between 2019 and 2023, the state lost a staggering $91.4 billion in income as residents relocated elsewhere, with another $11.9 billion leaving in just a single year. This is not a minor shift. This is a structural problem that is accelerating, not stabilizing. What […]
April 1, 2026 | Macro Butler on the Sudden, Potentially Profitable Helium Shortage
We all know that gold, silver, copper and a few other high-profile materials are crucial to the global economy. But there are others of nearly equal importance, some of which are in seriously short supply. A case in point is helium, an industrial gas that’s irreplaceable in sectors ranging from MRI scanners to superconducting magnets. […]
April 1, 2026 | Bouncing into April?
Yesterday marked the best stock market bounce at the end of a quarter since September 2008. Far from an all-clear sign, bounces like that are most common during bear markets (shown below, courtesy of Bespoke). Mean reversion has made some progress in the sell-off to date, but Berkshire Hathaway is not parting with its cash […]