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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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Membership in the Telegram group with real-time updates is now closed. If you'd like to join, send me an email at kashyapsriram286@gmail.com The Bank of Japan implemented QE and zero interest rate policy in the 1990s, in response to the implosion of a mega bubble. Since then, Japan has had a deflationary economy, i.e. the opposite of the post-Covid US economy. Rather than get eaten away by inflation, money in the bank was able to purchase more goods and services in the future

Stocks Mentioned: Corn, Nutrien (NTR), Roivant Sciences (ROIV), Thungela Resources (TGA.L), Valaris (VAL), Borr Drilling (BORR),...

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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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 in controlling inflation by keeping rates higher for longer. MSM reports rates are restrictive, hoping that repeating the message will lower inflation expectations. This is the magician's trick - getting people to look one way while the science-y stuff behind the trick happens elsewhere. I wrote about this in my December macro outlook. Time

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