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...

This is a brief update because I’m actively watching the markets and trading this week. I chose the title ‘Danger Ahead’ because I’ve...

Stocks Mentioned Nvidia (NVDA), Glencore (GLEN.L), Canadian Natural Resources (CNQ), Cisco (CSCO), Silly-con Valley Bank (SIVB), Antero...

I'm having a pretty good day. Portfolio is up 4.5%, almost all of it attributable to SMCI. I'm up 57.6% on the short position, initiated...

There are 4 illegitimate ways a company can grow revenue and maintain margins the way Nvidia has. The first, subtle way, is by offering...

Stocks Mentioned Skeena Resources (SKE), Nvidia (NVDA), Blackstone (BX), Disney (DIS), Israel Chemicals (now ICL), Transocean Ltd (RIG),...

ANNOUNCEMENT : The paid newsletter  now has both yearly and monthly subscription option at $1500/year and $150/month. If you've profited...

ANNOUNCEMENT: The paid newsletter now has both yearly and monthly subscription option at $1500/year and $150/month. If you've profited...

ANNOUNCEMENT: The paid newsletter now has a monthly subscription option at $150/month. If you've profited from my analysis, I encourage...

June Crypto portfolio update I have completely exited Ordinal (ORDI) and Pyth Network (PYTH) and plowed the proceeds into acquiring more...