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Weekly rollup | Sept 26 - Oct 02 2022
Stocks Mentioned: Yellowcake plc (LON:YCA), Ur-Energy (URG), Silvergate Capital (SI), Vizsla Silver (VZLA), Lennar Corp (LEN), CF...
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Oct 3, 20225 min read


Weekly rollup | Sept 19-25 2022
Stocks Mentioned: Bunge Ltd (BG), Grindrod (GRIN), Atlas Corp (ATCO), Zim Integrated Shipping (ZIM), DHT Holdings (DHT), Franco-Nevada...
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Sep 26, 20229 min read


Weekly rollup | Sept 12-18 2022
Stocks Mentioned: Vizsla Silver (VZLA), Biotech ETF (XBI) and Regional Banking ETF (KRE) For ongoing coverage, follow me on my Telegram...
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Sep 19, 20221 min read


Weekly rollup | Sept 05-11 2022
Stocks Mentioned: Skeena Resources (SKE), Bunge (BG), Teucrium Wheat (WEAT), Grindrod Shipping (GRIN), Mercer International (MERC), First...
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Sep 12, 20223 min read


Company Profile – Tinplate Co of India
The Tinplate Company of India (NSE:TINPLATE) is a classic Warren Buffet style value stock. The company has a 60% market share of the...
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Sep 8, 20223 min read


Weekly rollup | Aug 29-Sept 04 2022
Stocks Mentioned: BW LPG (BWLPG.OL), Dorian LPG (LPG), Grindrod Shipping (GRIN), Zim Integrated Shipping (ZIM), Global Ship Lease (GSL),...
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Sep 5, 20227 min read


Weekly rollup | Aug 22-28 2022
Stocks Mentioned: Zim Integrated Shipping (ZIM), BW LPG (BWLPG), StealthGas (GASS), West Fraser Timber (WFG), Cheniere Energy (LNG),...
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Aug 29, 202210 min read


Extreme Bullish Sentiment Alert: Natural Gas
Price of LNG goes stratospheric. Will LNG shipping rates follow? Carlsberg May Halt Beer Output in Poland as Energy Woes Spread From...
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Aug 26, 20224 min read


Deep Dive into the Cheniere Energy Short Trade
For ongoing coverage, follow me on my Telegram page I put on the Cheniere Energy short trade during market hours on 8/24. I didn’t have...
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Aug 25, 20224 min read
Sell Canagold Resources
Sell Canagold (CCM.TO) at 24 cents The AGM was on 7/19, results were announced on 7/20. Over a month later, Sun Valley hasn't put forth...
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Aug 25, 20221 min read


The Evidence is Clear – Inflation Has Peaked
Marion King Hubbert, a geologist who worked for Shell, posited in a 1956 paper that US oil extraction would peak between 1965 and 1971....
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Aug 24, 20228 min read


Short Cheniere Energy (LNG)
Note: This post was written and sent to Telegram subscribers during market hours on August 24th. To receive real-time updates from me,...
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Aug 24, 20223 min read
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