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Short Valero Energy (VLO)
Valero is a Texas based refiner which owns 15 petroleum refineries located in the U.S., Canada, and the U.K. with a combined throughput...
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May 10, 20223 min read
Sell Vizsla Resources (VZLA.V)
Stocks Mentioned: Vizsla Resources (VZLA.V), Discovery Silver (DSV.V) For ongoing coverage, follow me on my Telegram page Time to close...
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Mar 4, 20221 min read
Five Gold Mining Stocks for 2022
Originally published in the Against All Odds Research January 2022 Issue. For ongoing coverage on this and other trades, follow me on my...
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Jan 1, 20226 min read


Champion Iron Initiation Report
Champion Iron (TSX:CIA, ASX:CIA) is an iron ore producer operating the 7.4 Mtpa Bloom Lake mine in Quebec. Champion purchased Bloom Lake...
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Dec 2, 20214 min read


Sidestepping the Uranium Bubble
On August 17, the Sprott Physical Uranium Trust (TSX:U.UN, OTC:SRUUF, nicknamed SPUT) put out a press release announcing a US$300 million...
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Sep 14, 202113 min read


Short overvalued Chinese stocks
Published in collaboration with Against All Odds Research Every so often, Western investors grow enamoured of Chinese stocks, only to...
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Aug 15, 20212 min read
Revisiting the oil tanker trade
Sometimes, it pays to re-visit a trade that did not work out as expected. In last month’s newsletter, I mentioned that it might be time...
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Jul 10, 20212 min read
Mongolia Growth Group
Mongolia Growth Group (TSXV:YAK, OTC:MNGGF) Website: http://mongoliagrowthgroup.com/ (All figures in CAD) YAK came into being in February...
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Jun 3, 20214 min read


Corvus Gold Initiation report
Published in collaboration with Against All Odds Research Corvus Gold (KOR) High probability of receiving a takeover offer from Anglogold...
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Jun 1, 20212 min read
Short New Found Gold
Published in collaboration with Against All Odds Research New Found Gold (TSXV:NFG) Stock is a short with >50% expected downside Every...
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Jun 1, 20212 min read


Trade Alert: Oil Tankers
Originally published in TDV in April 2020 The recent oil price collapse is being exacerbated by storage concerns. With storage capacity...
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Apr 21, 20207 min read


TDV Uranium Portfolio Update
Originally published in TDV in April 2020 Cameco has signaled the bulls about a weakness in the supply chain that it may be able to...
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Apr 8, 20203 min read
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