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The Weakness In Fundamental Analysis
This article was originally published in the Against All Odds Research October 2021 Issue My wife and I stopped at a supermarket and...
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Sep 30, 20214 min read
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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
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Monthly rollup | August 2021
Stocks Mentioned: Corvus Gold (KOR), New Found Gold (NFG), Tellurian (TELL), Euronav (EURN), DHT Holdings (DHT), Credit Acceptance...
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Sep 1, 202110 min read
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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
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Monthly rollup | July 2021
Stocks Mentioned: Euronav (EURN), Korvus Gold (KOR), DHT Holdings (DHT), Nordic American Tankers (NAT), Matson Inc (MATX), Cameco (CCJ),...
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Aug 1, 20213 min read
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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
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Monthly rollup | June 2021
Stocks Mentioned: Corvus Gold (KOR, TSX:KOR), New Found Gold (NFG), Tellurian (TELL), Euronav (EURN), DHT Holdings (DHT) For ongoing...
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Jul 1, 20214 min read
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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
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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
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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
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Inflation & the US Dollar
Originally published in TDV May 2021 Issue and edited for clarity Inflation is Coming Here The April CPI rose 4.2% year-on-year as against the forecast of 3.6%, while core CPI (excluding energy and food) printed 3%, as against the forecast of 2.3%. As we mentioned in the options trade update, the increase in the CPI rate was the fastest since September 2008, while the monthly gain in core inflation was the largest since 1981. This print should come as no surprise. Ed has been
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May 17, 20217 min read
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Tulipmania Explained
Originally published in TDV May 2021 Issue. Tulips were first introduced to the Netherlands from Turkey around 1550. The bulbs get their...
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May 2, 20214 min read
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