Category: Iben insights

Bridge is a fascinating card game. It combines strategy and memory, bidding the hand with playing the hand. Part of the allure is that it requires a complex system of communication where a bid can have differing meanings depending upon agreed upon conventions. For example, a bid of 2 clubs would signify something to one’s…

In the early 1970s, my favorite band was CCR (Creedence Clearwater Revival). Great beat, excellent guitar work, I like the vocals, and there was so much imagery: Have You Ever Seen The Rain (coming down on sunny days), Who’ll Stop the Rain, Green River, Run Through the Jungle, It Came Out of the Sky, Bootleg,…

IMPORTANT NOTICE: HISTORICAL COMMENTARY FROM JANUARY 2023 This Kopernik investment commentary was originally prepared and distributed in January 2023. This commentary is being shared for historical reference purposes only and has not been updated or revised to reflect current market conditions, economic developments, regulatory changes, or investment perspectives.  Please refer below for additional relevant historical…

It’s a fascinating world – this world of centralized management of the world’s economy. A scant eight years ago, investors were shunning the particularly poorly managed countries of Portugal, Italy, Greece, and Spain, to which they ascribed the derisive acronym of PIGS (using the first letter of each of these maligned economies). The result was…

“Visions of good times that brought so much pleasureMakes me want to go back againIf it suddenly ended tomorrowI could somehow adjust to the fallGood times and riches and son of a bitchesI’ve seen more than I can recall It’s these changes in latitudes, changes in attitudesNothing remains quite the same” -Jimmy Buffett I’ve now…