Mytwocent$
BagholderCasual observations on the passing scene
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 152 | Subscribers | Read | bagholder.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Silver Takedown
There was a 31% drop in the Silver price on Friday. Naturally, everyone focuses on the magnitude of the price fall. After all, who doesn’t look at an accident when they drive by? Before addressing whether that 31% drop marks the end of the ...
Investment Advice
Bag was always a coffee and morning-paper kind of guy. Throughout the 80s & 90s, Bag would show up to work an hour before everyone else, armed with an extra-large black coffee and the Wall Street Journal (or Barron’s on Saturdays). That hou...
Pyramid Scheme
In the 1970s, Bag’s grandfather was a bartender at an Irish pub on the south side of Chicago, right by Midway Airport. The beautifully crafted wooden bar ran the length of the place, with about 25 stools, a couple of pool tables, a few vend...
Silver Bull Market Update
In “Part One,” we discussed the structure of the current secular bull market in silver and how it compared to the prior two secular bulls of the last 60 years (1970-80 & 2002-2011). We learned that structure (who is on which side of the tra...
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Casual observations on the passing scene …
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