My first degree was in engineering. I grew up liking the natural sciences and thought the social sciences were full of crap – too touchy...

I made the below client presentation back in March to explain why I'm no longer bullish bitcoin even though I like crypto. Today morning,...

Stocks Mentioned Nvidia (NVDA), Blackstone (BX), Resolute Mining (RSG.AX), Barrick (GOLD), B2Gold (BTG), Super Micro Computer (SMCI),...

This was originally posted for paid subscribers in the premium newsletter  on July 03, 2024 For timely, actionable ideas, subscribe  ...

It’s the question on top of everyone’s minds: is the gold bull market, which began in October 2023, over? Few things to note from the...

This is a brief update because I’m actively watching the markets and trading this week. I chose the title ‘Danger Ahead’ because I’ve...

Stocks Mentioned Nvidia (NVDA), Glencore (GLEN.L), Canadian Natural Resources (CNQ), Cisco (CSCO), Silly-con Valley Bank (SIVB), Antero...

I'm having a pretty good day. Portfolio is up 4.5%, almost all of it attributable to SMCI. I'm up 57.6% on the short position, initiated...

There are 4 illegitimate ways a company can grow revenue and maintain margins the way Nvidia has. The first, subtle way, is by offering...

Stocks Mentioned Skeena Resources (SKE), Nvidia (NVDA), Blackstone (BX), Disney (DIS), Israel Chemicals (now ICL), Transocean Ltd (RIG),...

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