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Mar 9, 20243 min read
Dot com bubble - Is history about to repeat itself?
The dot com bubble peaked on March 10, 2000. Is history about to repeat itself? The up tick rule rarely gets triggered even on big red...


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Mar 5, 20241 min read
Bitcoin: Seasonality & Trading Strategy
This is quite literally the worst month for bitcoin, seasonality-wise. This box plot from Kraken Intelligence should make bitcoin bulls...


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Feb 29, 202421 min read
Monthly rollup | February 2024
Stocks Mentioned: Patterson-UTI (PTEN), Liberty Energy (LBRT), Helmerich & Payne (HP), DR Horton (DHI), Super Micro Computer (SMCI)Â ,...


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Feb 29, 20243 min read
Crypto Market Outlook
Many of you in this group are my friends and people I've known and informally advised for a long time, so I'm putting this out even...

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Feb 26, 20241 min read
Trade Idea: Fortuna Silver Mines
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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Feb 23, 20242 min read
Endeavour Mining Update
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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Feb 21, 20242 min read
Global Ship Lease Initiation report
Buy Global Ship Lease (GSL, MCap: $700M) GSL is a past pick of mine. Search the group with the tag "GSL" and you'll see my frustrated...

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Feb 14, 20242 min read
Biotech ETF Initiation Report
Biotech ETF (XBI) Several stocks in the Nasdaq biotech index are what Ben Graham would call net-net stocks, meaning the market cap is...
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Feb 14, 20242 min read
Wallbridge Mining Initiation Report
Wallbridge Mining ( WM.TO , MCap C$76.2M) In keeping with my promise to add more speculative names (this is my forte - I spent 5 years...

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Feb 13, 20241 min read
i-80 Gold Initiation Report
i-80 Gold (IAUX) Gold and gold miners are on sale today. The miners are trading lower in sympathy with SSR Mining (SSRM) which is down...


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Feb 9, 20242 min read
Western Copper and Gold Initiation Report
Western Copper and Gold (WRN.TO, MCap C$232.36M, Share price: C$1.40) The company is a Yukon-focused copper explorer with a couple of...


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Feb 7, 20241 min read
Buy International Seaways
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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