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Buy Japanese Stocks
My working theory is that the coming US recession is going to cause a run on the dollar and US real assets, which should benefit the rest...
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Dec 21, 20224 min read
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Bi-Weekly rollup | Dec 05-18 2022
Stocks Mentioned: Innovative Industrial Properties (IIPR), Newmont (NEM), Argonaut Gold (AR.TO, ARNGF), Graphite India (GRAPHITE)
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Dec 19, 20226 min read
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Bi-Weekly rollup | Nov 21 - Dec 04 2022
Stocks Mentioned: DHT Holdings (DHT), Anavex Life Sciences Corp (AVXL), Homebuilders ETF (XHB), West Fraser Timber (WFG), Alibaba (BABA)
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Dec 5, 20225 min read
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Short DHT Holdings
DHT Holdings (DHT) is in the business of crude oil transportation. The company operates a fleet of 23 VLCCs.
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Nov 22, 20223 min read
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Weekly rollup | Nov 14-20 2022
Stocks Mentioned: Global Ship Lease (GSL), Credit Acceptance Corporation (CACC), Silvergate Capital (SI) For ongoing coverage, follow me...
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Nov 21, 20222 min read
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Bi-Weekly rollup | Oct 31 - Nov 13 2022
Stocks Mentioned: Innovative Industrial Properties (IIPR), Zim (ZIM), Danaos (DAC), Twilio (TWLO), Atlassian (TEAM), Global Ship Lease...
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Nov 14, 20224 min read
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Weekly rollup | Oct 24-30 2022
Stocks Mentioned: Core Scientific (CORZ), Copper miner Freeport (FCX), Snowflake (SNOW), FedEx (FDX), Phillips 66 (PSX), Cloudflare...
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Oct 31, 20228 min read
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Weekly rollup | Oct 17-23 2022
Stocks Mentioned: Anavex Life Sciences (AVXL), Teucrium Wheat Fund (WEAT), Cheniere Energy (LNG) For ongoing coverage, follow me on my...
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Oct 24, 20221 min read
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Weekly rollup | Oct 10-16 2022
Stocks Mentioned: Teekay Corp (TK) For ongoing coverage, follow me on my Telegram page October 12 2022 U.S. shale producer EOG pays $847...
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Oct 17, 20224 min read
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Bitcoin Band Squeeze Setting Up
Nearly 4 months later, bitcoin volatility has absolutely collapsed. Usually, an asset that's left for dead continues to hug the bottom...
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Oct 16, 20221 min read
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Weekly rollup | Oct 03-09 2022
Stocks Mentioned: Cheniere Energy (LNG), Kinross Gold (KGC), CF Industries Holdings (CF), Lennar Corporation (LEN), Global Ship Lease...
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Oct 10, 20221 min read
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Global Ship Lease Sentiment Bottom
Global Ship Lease (GSL) today announced that its adjourned Annual Meeting of Shareholders was convened on October 7, 2022, but failed to...
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Oct 8, 20222 min read
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