Louis Gerstner, former IBM CEO who revitalized ’Big Blue,’ dies at 83

ORG seems to be going sideways more than up of late. It’s ex div and close to breaking a recent uptrend line, may bounce off it. I like the diversified assets, especially it’s eye on clean fuels. Currently holding but may exit if it looks bad and re-enter later. Anyone else have any views on…

Ed note: Today’s Fat Tail Daily is a budget special written by Investment Director Greg Canavan. It appeared earlier in the member-only publication, The Insider. Enjoy! Dear Kali, Worst. Budget. Ever. I really don’t know where to start with this one. It is so bad for this country that it’s hard to fathom. So let…

Andrei Askirka/iStock via Getty Images “Since quantitative information about the present is so readily available, success in the competitive field of investing is more likely to be the result of superior judgments about qualitative factors and future events.” – Howard Marks A Market at New Heights—But Not Without Risks Beneath the Surface The U.S. stock…

This week’s ai stock spotlight is iShares Silver Trust ($SLV) Let’s talk silver — the metal everybody ignores until the world starts wobbling and inflation rises. Silver has always been the streetfighter version of gold: bruised, gritty, and massively misunderstood. While gold is sitting at $4,500 an ounce, silver is lounging at $57 which is…

Some stuff I am reading today morning: India may open Mutual Funds, Equities to Foreign Individuals (BW) 3 New Players to launch Mutual Funds (CM) Diesel demand falls to lowest level since Covid (Rediff) Lodha Brothers settle disputes (Money Life) Company: DTDC (Forbes) Stock Analysis: Captain Polyplast Ltd (Dr Vijay Malik) Interview with Marc Chandler…