Mytwocent$
BagholderCasual observations on the passing scene
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 164 | Founded | 5 years ago | Last Issue | 17 days ago |
| Active | |||||
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bagholder.substack.comLatest Issues
Handicapping the Fed’s next move
Bag is not much for sentiment; never has been. But, the older he gets the more he is amazed at how there are certain triggers with a unique ability to bypass all rational thought and tap right into his emotional core. We all have those trig...
Changes
"And these children that you spit on as they try to change their worlds - are immune to your consultations - They're quite aware of what they're going through"
Change is never easy. We all struggle with it. Our caveman DNA has wired us t...
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...
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