Jeff Opdyke

Welcome to your Weekly Digest!   First up this week is fresh evidence of the markets losing all touch with reality or basic common sense.  You may recall (or maybe not) that I divested from a lot of my stocks last year. I retained only a small, highly select group of companies in sectors like healthcare, pharmaceuticals, gold/silver mining, and, more recently, cryptocurrency banks and mining [Read More] …

“Shoppers: We have a Blue-Light Special going on right now…”  If you’re as old as me (mid-50s), you might just recognize that from Kmart.   Does Kmart still exist? I don’t know. I haven’t seen one in 30 or more years. But that’s neither here nor there. Because this isn’t about Kmart as much as it’s about buying stuff on [Read More] …

Dear Field Notes reader, Welcome to your weekly digest! As I mentioned in the inaugural digest last Sunday, these missives are your glimpse into what we’re thinking and talking about here at Global Intelligence. These aren’t complete stories or fully formed ideas, as with my Field Notes dispatches and the monthly Global Intelligence Letter. Rather [Read More] …

Dear Field Notes reader, I like charts. They cut through and clarify. They distill sometimes ephemeral concepts into concrete images that immediately resonate. Better yet, they can lay to rest misguided notions of the past. To wit… Sorry, I was playing with colors today. What you’re looking at is the refutation of a long-held belief [Read More] …

Dear Field Notes reader, Death and taxes. The only things that are certain in life. Or so Benjamin Franklin famously asserted in a 1789 letter, when he wrote “Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and [Read More] …