Stocks Mentioned Total (TTE), Venture Global (VG), Cheniere Energy (LNG), Tellurian (TELL), MicroStrategy (MSTR), Microsoft (MSFT), Tesla...

Nassim Taleb, a derivatives trader turned writer, coined the term “anti-fragile”. Fragile objects break easily. Durable or sturdy objects...

Stocks Mentioned SonicShares Global Shipping ETF (BOAT), Bitcoin Miners ETF (WGMI), New Fortress Energy (NFE), Nvidia (NVDA), Schwab...

This post compares Trump’s policies to the 1920s, forecasting shifts in the global economic landscape.

A lot of people on FinTwit are once again trashing hedge funds and their 2/20 model because these funds failed to beat the SPX. This...

People buying bitcoin with their hard earned dollars, even though they don't understand it and feel in their hearts that something is...

Stocks Mentioned Valaris (VAL), Transocean (RIG), Seadrill (SDRL), Noble (NE), Borr Drilling (BORR), Saipem (SPM.MI), TotalEnergies...

My first degree was in engineering. I grew up liking the natural sciences and thought the social sciences were full of crap – too touchy...

I made the below client presentation back in March to explain why I'm no longer bullish bitcoin even though I like crypto. Today morning,...

Stocks Mentioned Nvidia (NVDA), Blackstone (BX), Resolute Mining (RSG.AX), Barrick (GOLD), B2Gold (BTG), Super Micro Computer (SMCI),...

This was originally posted for paid subscribers in the premium newsletter  on July 03, 2024 For timely, actionable ideas, subscribe  ...

It’s the question on top of everyone’s minds: is the gold bull market, which began in October 2023, over? Few things to note from the...