He certainly is an odd character & I do wonder sometimes whether he's a bit delusional (eg. he says the computer he built back in the day could talk). He's also very bitter, which is completely understandable given his situation.
However, he certainly seems to know his stuff when it comes to capital flows, concentration of capital, and in particular, economic history & cycles. Still worth taking his stuff into consideration imo.
Add to My Watchlist
What is My Watchlist?