The following was was a very valuable insight for me. I added bullets and [bracket comments] to clarify it for myself. Have I got it right?
"So, for listeners and readers, just to recap,
• Dan writes to our paid Bonner Private Research subscribers every Friday [primarily about the long-term Trade of the Decade and total macro-economics that are affecting, altering, supporting it.] and he'll be updating in, depending when this goes out, a couple of days.
• Tom writes to our readers every Wednesday, updating the [short-term] positions that he has in the Bonner Private Research portfolio, including, as Dan mentioned, strike prices, a little risk profile or figure that he gives those particular equities, and some commentary along those lines along the way."
for a 100 year history lesson on financial zeitgeist in US please read Artemis Capital Management paper "THE ALLEGORY OF THE HAWK AND SERPENT" from January 2020
The following was was a very valuable insight for me. I added bullets and [bracket comments] to clarify it for myself. Have I got it right?
"So, for listeners and readers, just to recap,
• Dan writes to our paid Bonner Private Research subscribers every Friday [primarily about the long-term Trade of the Decade and total macro-economics that are affecting, altering, supporting it.] and he'll be updating in, depending when this goes out, a couple of days.
• Tom writes to our readers every Wednesday, updating the [short-term] positions that he has in the Bonner Private Research portfolio, including, as Dan mentioned, strike prices, a little risk profile or figure that he gives those particular equities, and some commentary along those lines along the way."
Thanks for all you do.
I really like it when Byron meets with you--Where is he?---- Good post, Dan
Great podcast! Thank you Joel and Dan. Dan's answers and development's were loud and clear.
for a 100 year history lesson on financial zeitgeist in US please read Artemis Capital Management paper "THE ALLEGORY OF THE HAWK AND SERPENT" from January 2020
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