top of page
MP Materials Initiation Report
Membership in the Telegram group with real-time updates is now closed. If you'd like to join, send me an email at...
-
May 22, 20242 min read
Trade Update: Fertilizer Stocks
Membership in the Telegram group with real-time updates is now closed. If you'd like to join, send me an email at...
-
May 22, 20242 min read
Trade Update: Consol Energy
Membership in the Telegram group with real-time updates is now closed. If you'd like to join, send me an email at...
-
May 21, 20241 min read
Trade Idea: NorAm Drilling
New buy: NorAm Drilling (OSE:NORAM) The company operates 11 high-spec horizontal drill rigs operating in the Permian basin, is debt-free,...
-
May 20, 20241 min read
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...
-
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...
-
May 17, 20243 min read
Trade Update: Intl Seaways
Membership in the Telegram group with real-time updates is now closed. If you'd like to join, send me an email at...
-
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...
-
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...
-
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),...
-
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...
-
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...
-
Apr 14, 20241 min read
bottom of page