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Trade Idea: Wilmar International
Membership in the Telegram group with real-time updates is now closed. If you'd like to join, send me an email at...
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May 17, 20241 min read


Trade Idea: B2Gold
Membership in the Telegram group with real-time updates is now closed. If you'd like to join, send me an email at...
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May 17, 20243 min read


Trade Update: Intl Seaways
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May 13, 20241 min read


Technical Short Ideas in a Strong Bull Market
Membership in the Telegram group with real-time updates is now closed. If you'd like to join, send me an email at...
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May 6, 20243 min read


Why does this week's move in the yen matter so much?
Membership in the Telegram group with real-time updates is now closed. If you'd like to join, send me an email at...
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May 2, 20245 min read


Monthly rollup | April 2024
Stocks Mentioned: Corn, Nutrien (NTR), Roivant Sciences (ROIV), Thungela Resources (TGA.L), Valaris (VAL), Borr Drilling (BORR),...
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May 2, 202420 min read


Nvidia analyst forecasts: the AI banana zone
NVDA reported $47.5 billion in data center revenue in FY24, a 217% yoy increase. Assume that growth continues, but be conservative and...
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Apr 22, 20241 min read
Turning Bullish on Crypto
Membership in the Telegram group with real-time updates is now closed. If you'd like to join, send me an email at...
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Apr 14, 20241 min read


Ignore rates, focus on liquidity
There is a reason Fed officials and MSM want you to focus on rates - it works to their advantage. The Fed gets to say it is doing its job...
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Apr 13, 20243 min read


Uniswap Initiation Report
Buy Ethereum token Uniswap (UNI, Price: $9.39, MCap: $7.07B) Uniswap is a decentralized exchange protocol that has executed over $1.8T in...
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Apr 11, 20242 min read


Buy Victoria Gold
Buy Victoria Gold (VGCX.TO) Victoria Gold is a past pick of mine, which I sold for fundamental reasons a couple of years ago. The company...
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Apr 11, 20243 min read


Gladstone Land (Closing Position)
Closing my position in Gladstone Land (LAND) Not a sell recommendation but just wanted to let you all know that I've sold my Gladstone...
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Apr 11, 20242 min read
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