Insider Newsletter: Issue #333

Inside the global chaos shaping markets, from Persian tensions and EU censorship to value investing traps and deep analysis of the world's biggest spirits co...

Greetings, friends!

All quiet on the Persian front, courtesy of Lee Ann:

Lee Ann is a fellow Maverick, a beautiful human being and friend. She recently joined Charles Motsinger (yet another Maverick) on the CIMavericks podcast to provide an update on the UAE. You can listen to it here.

If you seek truth, in the end you will find comfort. If you seek comfort, you will find neither comfort nor truth...only pleasant wishes at first, and, in the end, despair.

C. S. Lewis

Sunset on Mt. Buller, Australia from a few days ago:

Yes, it does snow in Australia (in a few places at least). Brad’s farm is underneath that “dumb little mountain” (otherwise known as Timbertop), on the top left hand corner of the picture.

Grab a coffee (or...given the state of the world...something stronger) and watch Chris, Brad, and Lucas unpack this issue’s themes below the paywall.

In This Week’s Issue

• Math Not Mathing

• Taking the Long View

• Restocking and Stockpiling

• Open Taps, Closed Door

• The EU Just Criminalised Truth

• A Permanent Slave Class

• The Perils of a Value Investor

• Taking Profits… or Paying Taxes

• Achtung, Ozzies!

• Something That Shook Me

• The Big Five Six: