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Trade Update: Fertilizer Stocks
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May 22, 20242 min read
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Trade Update: Consol Energy
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May 21, 20241 min read
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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,...
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May 20, 20241 min read
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Trade Idea: Wilmar International
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May 17, 20241 min read
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Trade Idea: B2Gold
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May 17, 20243 min read
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Trade Update: Intl Seaways
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May 13, 20241 min read
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Technical Short Ideas in a Strong Bull Market
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May 6, 20243 min read
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Why does this week's move in the yen matter so much?
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May 2, 20245 min read
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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
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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
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Turning Bullish on Crypto
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Apr 14, 20241 min read
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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
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