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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...
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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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Why DeFi Is The Future
Originally published in TDV April 2021 Issue In March 1792, a group of 24 prominent stockbrokers secretly met to form a club, agreeing to...
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Apr 2, 20214 min read
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Book Review: Assassin by Doug Casey & John Hunt
Originally published in TDV February 2021 issue Assassin is the third book in the High Ground series co-authored by Doug Casey and John...
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Feb 28, 20212 min read
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Gamma Play on a Rigged Field
Originally published in TDV Jan 2021 issue and edited for clarity I'm going to analyze the GameStop saga by looking at the brokers' moves...
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Jan 31, 20214 min read
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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
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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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