Mytwocent$
BagholderCasual observations on the passing scene
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 162 | Founded | 5 years ago | Last Issue | 13 days ago |
| Active | |||||
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bagholder.substack.comLatest Issues
Silver Market Update
Hey, wait a minute, there's no birthday party for me here!
Bag’s primary investment philosophy has always been: It’s easier to judge the long-term direction of the tide (and invest accordingly) than...
Cliff's Edge
Today’s essay is dedicated to Cliff. He was Bag’s Barber. After 4+ decades in the business, he is retiring from the grind. He bought himself a small ranch in Montana where he plans to live out his days chasing trout, watching sunsets, raisi...
Strategy's (MSTR) Rochambeau Gambit
Before we start today’s piece, Bagholder wishes to apologize for not publishing the last two months. As he does every year, Bag spent the better part of a month in the den of iniquity better known as Las Vegas playing in the World Series of...
An Open Letter to Peter Schiff
Peter,
I was a big fan of your Pops back in the day. My first memory of Irwin was as a teenager in the late 70s/early 80s, when he was out on the AM radio talk-show circuit, offering ten grand to anyone who could show where in the IRS code...
Grieving the US Empire
This past Sunday, Bag & his in-laws met for breakfast at a new local restaurant. The food was meh. But next to the restaurant was a used bookstore, and after eating, Bag couldn’t help himself. In he went. The place was jumping. There were a...
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