May 26, 2026
by Patrick
Comments Off on Buying $VITL
Here are links to my Substack posts on $VITL starting with the most recent: https://palparamerchant.substack.com/p/eggs-and-oil-on-the-menu?r=25bb8k https://palparamerchant.substack.com/p/vitl-goes-splat?r=25bb8k https://palparamerchant.substack.com/p/the-incredible-investible-egg?r=25bb8k
March 26, 2024
by Patrick
Comments Off on 2024: The Year Western Investors Need Gold During the Dollar Devaluation in the 3rd Oil Crisis
Currently, in 2024, the value of the dollar is in the process of being devalued for the third time in modern history due to shifting dynamics in the global payment scheme for crude oil (a.k.a: the global monetary system). This … Continue reading
October 25, 2022
by Patrick
Comments Off on The almighty Eurodollar religion
We’ve all heard Jeff Snider and Emil talk endlessly about the Eurodollar system and how it is the backbone of the global dollar funding market. Jeff goes to great lengths to explain to us normal people what this system is … Continue reading
July 15, 2022
by Patrick
Comments Off on Chronicling the End of the Cycle
My attempt at conveying what the end of the current world feels like: I want to say that the end is full of everyone losing their minds and insanity reining. But I can’t. Everyone is just going about their business … Continue reading
June 2, 2022
by Patrick
Comments Off on Discovering Value: Part 1- Vital Farms (VITL) Balance Sheet
We are choosing this stock to analyze because their branding on the grocery store shelf is good enough to garner our attention as a shopper, so that is as good of a reason as any to garner our attention as … Continue reading
May 13, 2022
by Patrick
Comments Off on Discovering Value Series
Our goal is to turn our savings (idle money) into capital. We do this by treating our money as any other property and putting it to productive use, the same as we would make our farm property fruitful by sewing … Continue reading
January 17, 2022
by Patrick
Comments Off on Money in the long run
We are all part of the market. All our collective thoughts are the market. You get it? All our collective thoughts make up the market. If you are betting on any market outcome, no matter in active or passive form, … Continue reading
November 12, 2021
by Patrick
Comments Off on Surviving the Economic Apocalypse
The job of the capital allocator is to discover assets of enduring value and put them into their proper place in the portfolio. The purpose of the capital allocator is to direct the accumulated labor surplus in a way that … Continue reading
November 10, 2021
by Patrick
Comments Off on Bottlenecks, The Fed, and Objective Morality
Abstract: problem in markets has a root cause: an objective view of morality is necessary for a functioning economy, and policy makers for economy lack this morality. Even lacking an agreed upon standard for morality (even though one such standard … Continue reading
November 9, 2021
by Patrick
Comments Off on Economic Pain and Consolation
Is economic pain a calling by our Creator to find out true vocation? Or to delve deeper into our current vocation if we’ve already found our calling? Is all pain (emotional, physical, etc.) a calling by our Creator for a … Continue reading