Guest Post: "Don Yuan", by Brent Johnson of Santiago Capital

15
Mon, Jan 23, 2017 - 2:54pm

Brent Johnson is a San Francisco-based hedge fund manager and he's a longtime friend of TFMR. He consistently puts out high quality, educational presentations and his latest is no exception.

Please carve out some time to watch this video. Over the course of 24 minutes, Brent addresses many of the themes that we discuss here on a daily basis but he comes to some different, short-term conclusions. Because of this, I thought it would be fun to hash out some additional thoughts on these subjects and have invited Brent to join us this Thursday for A2A.

So watch this video and come to your own conclusions. Then join us on Thursday when we continue the discussion.

TF

About the Author

Founder
turd [at] tfmetalsreport [dot] com ()

  15 Comments

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AlienEyes
Jan 23, 2017 - 5:50pm

Looks like everyone is bullish on the dollar.

Thank Mr. Trump for that.

People think that an America less likely to go to war is a stronger America.

Marchas45
Jan 23, 2017 - 4:20pm

4th

Trying for (3) 4th's today. Keep Stacking

brokerk22
Jan 23, 2017 - 4:09pm

Looks

like another dude is bullish on the dollar. He is just one in a million. Everyone and I mean everyone is bullish on the dollar. Nothing to see here.

AGXIIK
Jan 23, 2017 - 3:58pm

AVIS

# 2

WingsofGold
Jan 23, 2017 - 3:07pm

First

thanks Turd

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