CHICAGO

Was looking at some year-end tallies on a few websites and lo and behold, I see Chicago is still coming in hot to the party!

When will it change?  Why?   Not a two-parent household in so many parts of the once-great city.

ONDAS HOLDINGS

Off to a solid 2026 start this fine morning at Pamelot.

Stayed up far beyond the time I usually retire for the night to watch some outstanding coaches, players, and fans win some and lose some.

Lots of winners on those fields yesterday, even in losing.  

Looking at my screens, three months ago, I told you about ONDS.

Go look, October 2, 2025.  The full story was laid out. 

I own it.  I am telling you to buy it.   January 2, 2026

You have every right to be wrong.   

UPDATE after the close today, 1/2/2026

Things perked up as the day went on.   Most investors don't understand the power of compounding stock returns.    I own very few stocks and don't intend to ramp up exposure unless I feel better about entry prices.  I have zero reasons to force a trade and no need to own anything in size.   The only thing I have to do correctly is sell the merchandise I own, but that could honestly take years.

It was a good day.  Less than half of a percent up, but good enough to pay for morning coffee tomorrow. 

Thank you Warren Buffett.  May the rest of your years give you peace, good health and happiness.  Nebraska was good to you and you were good for the world. 

ELON MUSK on X

"My lower bound guess for how much fraud there is nationally is ~20% of the Federal budget, which would mean $1.5 trillion per year. Probably much higher."

Imagine the filth, greed, graft, and corruption that so many Americans sleep with, wake up to, and live with daily just to eat without working for a dam thing.   

And speaking of doing nothing, how about that Pam Bondi?

At this point, you know, and I know she is either compromised, corrupt, or incompetent.

Can't Happen Soon Enough

From my good friend Tyler Durden at ZERO HEDGE:

What could soon emerge is an early, crowdfunded, DOGE-like network of citizen journalists - funded by tech bros, supported by private investigators, guided by tips and prior research, and aimed at systematically exposing and documenting alleged Democratic Party fraud across blue states. Such an effort could flood the news cycle with so many egregious fraud cases that Democrats would face immense difficulty mounting any compelling counter-narrative. 

This is info war gearing up before the midterm election cycle. 

Open Letter to Montana FWP

This morning, eating breakfast, on my pool deck, watching whales off the coast of Baja my phone rang.

I very seldom answer calls from numbers I don't recognize, but this was from Bozeman, Montana, so I answered.  I seldom get cranky or asshole phone calls from Montana.  Neither do you.

I  answer.  It was a paid contractor hired by the Montana Fish, Wildlife & Parks to conduct a telephonic survey of big game hunters in Montana this past fall. 

I have wondered for years why Montana doesn't stop wasting taxpayers' money on the retrieval of ALL hunter data, which will continue, not just SOME hunter data.

Why can't Montana do what other states do that require MANDATORY hunter reporting?   Some states will fine you, others will not allow you to apply for a license the following year.  So simple, so easy, everyone has a cell phone.

Silly me, I thought, the survey results were critical and used to improve game management; however, I don't think that is the case. In fact, I think it provides very little information to improve animal herds and more about how to show statistics, so FWP can justify their jobs.  Granted, it’s not about fixing the deer herd. Filling out a harvest survey on a swan tag doesn’t do much for the deer herd. Or a cow elk harvest. I’ve never claimed any of this would fix the Montana mule deer herd, because I’m smart enough to know that buck hunting has nothing to do with deer herd numbers and the health of the deer herds.  

FWP, you have so much "intel" to glean from these calls, why not do it?

This caller, who was professional and diligent, only asked me about the two deer tags I had in Montana this year.   She didn't question me on whether I had harvested an elk, asked nothing about waterfowl or how many I had bagged, no mention of partridge, pheasants, doves or turkey.  Had no questions about the number of predators I might have killed.  Did not ask me where I had stayed, whether in public or private accomodations, whether I had paid for access, whether I travled by air or drove, hired an outfitter, hunted public land, witness any game law violations, hunted private land, the change in the number of animals I might have observed if I had hunted in Montana in previous years, and on a 1 to 10 scale as a non-resident what I thought of the Montana season overall and my hunt.  Didn't close with any open-ended comments like "Will you apply again to hunt in Montana?" or "Is there anything else you would like to add to your overall hunting experience this fall in Montana?"

The call ended and I felt this feeling of dread.

Mule deer numbers are dismal in Montana.   That may never change in my life.

FWP was still issuing mule deer doe tags in Region 7.  If you care about mule deer, it's unbelievable what government won't do for herd health. 

As Bad as Stockbrokers or Car Salesmen

Joe Rogan: "Doctors are incentivized to medicate people, they're financially incentivized to give people certain medications. Like some get bonuses if they vaccinate more than 60% of their clients..."

SHTF in AMERICA

You sit around and watch and listen to the theft and corruption in Minnesota and think that is alot of money.  Think again.

These scumbags in Congress getting their pockets lined by special interests, NGO's, foreign entities, it goes on and on and on.

This crap is so obvious!

Now get to work and find out how much grift the system is taking out of the Medicare/Medicaid programs across the nation.

2026

Very seldom will I ever make a market forecast.

For 2026, I will venture a prognostication.

I let the chart tell me what to do and what not to do.  To buy or to sell.

Price.  My price is the final nail in the proverbial coffin of whether I should be in a given stock. 

You see, I don't need stocks.  I probably did over a million trades for our investment management firm clients.  A few of them DID NOT need stocks; they needed safety, income and time alive. 

I will say this.  When it hits, it will make last spring's pullback look like a walk in the park.

You see, gold and it's good friend, silver are calling bullshit on a lot, if not all of it.

It's happening, and most people are oblivious.