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Weekly rollup | Jan 16-22 2023
Stocks Mentioned: Volta (VLTA), SVB Financial Group (SIVB)
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Jan 23, 20235 min read


Weekly rollup | Jan 09-15 2023
Stocks Mentioned: Blink Charging (BLNK), Frontline (FRO), Euronav (EURN), DHT Holdings (DHT), Uranium Miners ETF (URNM)
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Jan 16, 20233 min read


Weekly rollup | Jan 02-08 2023
Stocks Mentioned: Solana (SOL), Credit Acceptance Corporation (CACC), Cheniere Energy (LNG), Copper miners (COPX)
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Jan 9, 20233 min read


Weekly rollup | Dec 26 2022 - Jan 01 2023
Bit Mining (BTCM), MicroStrategy (MSTR), Global Ship Lease (GSL), Blink Charging (BLNK), ChargePoint Holdings (CHPT), EVGO (EVGO)
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Jan 2, 20235 min read


Weekly rollup | Dec 19-25 2022
Stocks Mentioned: Canfor Pulp Products Inc. (CFX), West Fraser Timber (WFG), SPDR S&P Homebuilders ETF (XHB), Japanese stocks (EWJ),...
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Dec 26, 20229 min read
Buy Grayscale Bitcoin Trust
Buy Grayscale Bitcoin Trust (GBTC) The math is simple. Each Grayscale share represents 0.00091342 btc. You can check each day's value...
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Dec 21, 20222 min read


Buy Japanese Stocks
My working theory is that the coming US recession is going to cause a run on the dollar and US real assets, which should benefit the rest...
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Dec 21, 20224 min read


Bi-Weekly rollup | Dec 05-18 2022
Stocks Mentioned: Innovative Industrial Properties (IIPR), Newmont (NEM), Argonaut Gold (AR.TO, ARNGF), Graphite India (GRAPHITE)
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Dec 19, 20226 min read


Bi-Weekly rollup | Nov 21 - Dec 04 2022
Stocks Mentioned: DHT Holdings (DHT), Anavex Life Sciences Corp (AVXL), Homebuilders ETF (XHB), West Fraser Timber (WFG), Alibaba (BABA)
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Dec 5, 20225 min read


Short DHT Holdings
DHT Holdings (DHT) is in the business of crude oil transportation. The company operates a fleet of 23 VLCCs.
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Nov 22, 20223 min read


Weekly rollup | Nov 14-20 2022
Stocks Mentioned: Global Ship Lease (GSL), Credit Acceptance Corporation (CACC), Silvergate Capital (SI) For ongoing coverage, follow me...
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Nov 21, 20222 min read


Bi-Weekly rollup | Oct 31 - Nov 13 2022
Stocks Mentioned: Innovative Industrial Properties (IIPR), Zim (ZIM), Danaos (DAC), Twilio (TWLO), Atlassian (TEAM), Global Ship Lease...
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Nov 14, 20224 min read
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