top of page
  • Writer's pictureAndrew Burns

August 2021 Newsletter: The "Free Gold" Rush

In the August 2021 edition of the newsletter, I:

1. Discuss the increasingly frothy state of venture capital

2. Outline a case against investing in crypto assets

3. As the post-Covid economy spurs inflationary pressures not seen in years, I travel back to the 1970s to learn from the most recent inflationary period that faced the United States

As always, I look forward to hearing your thoughts, comments, and criticisms!

Please feel free to share this letter or reach out to me for further discussion by replying to this email or by reaching out on Twitter @conover_ab.

Click below to read more:

The Free Gold Rush - August 2021
Download PDF • 346KB


Recent Posts

See All

Berkshire Hathaway 2024 Annual Meeting Summary

“[What we do] is such a simple approach that it’s almost deceptive.” – Warren Buffett I had the great pleasure of attending the Berkshire Hathaway annual meeting in Omaha, Nebraska this past weekend.

2023 Year-End Review: Five Years

After rate-hike upheaval in 2022, markets in 2023 offered a nice rebound. The year also contained the five-year anniversary of Conover, a welcome opportunity for reflection. In this letter, I: 1. Revi

2023 Mid-Year Review: Almost Never

After rate-hike upheaval in 2022, the beginning of 2023 has felt like the first semi-normal year in markets since the COVID crash of 2020. In this letter, I: 1. Am reminded why I don't short stocks 2


bottom of page