Friday, 14 January, 2022
Published irregularly, as conditions dictate.
I’ve been very bearish for a long time, since May/June of last year. At a future point, I will re-publish past client letters to help bolster my credibility with the readership (e.g., “It’s Still a Bull Market,” put out Christmas Day, 2018, or the letters pre-Wuhan virus calling for a…