Mytwocent$
BagholderCasual observations on the passing scene
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 154 | Subscribers | Read | bagholder.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Investor Psychology
“If you know the enemy and know yourself, you need not fear the result of a hundred battles”
The Amazon Moment for Banks
Bag signed for a registered letter from JPMorgan Chase in the mail the other day. Inside was a notice giving 6 months to empty all safety deposit boxes and turn in the keys. It is the end of an era. Bag has rented those boxes since the 1980...
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...
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Casual observations on the passing scene …
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