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Macro Ops Musings

THE LONG PULL: PGMs Are Ripping

July 18, 2025, 5:45 p.m.

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Macro Ops Musings

My Thoughts on Gold

July 15, 2025, 2:21 p.m.

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Macro Ops Musings

The Setup July 13, 2025

July 15, 2025, 2:03 a.m.

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Macro Ops Musings

Gold Is Correcting In Time, Not Space

July 14, 2025, 10:35 p.m.

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Macro Ops Musings

2025 Portfolio Update: Part 2

Jan. 31, 2025, 3:56 p.m.

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Macro Ops Musings

2025 Portfolio Update (Part 1)

Jan. 22, 2025, 4:47 p.m.

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Macro Ops Musings

Send 'Em Higher...

Jan. 22, 2025, 4:22 p.m.

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Macro Ops Musings

Dirty Dozen: Buy 'em...

Jan. 21, 2025, 7:23 p.m.

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Macro Ops Musings

Dirty Dozen: A Technical Inflection Point

Jan. 13, 2025, 8:55 p.m.

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Macro Ops Musings

Tin Industry Primer: Part 1

Feb. 6, 2024, 5:53 p.m.

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Macro Ops Musings

Lessons From 24 Years Of Operating: Bowl America, Inc. (BWL.A)

April 17, 2023, 1:27 p.m.

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Macro Ops Musings

Macro Ops 2022 Portfolio Review

April 15, 2023, 12:36 p.m.

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Macro Ops Musings

Five Below (FIVE): May 2022 Thesis

April 10, 2023, 4:51 p.m.

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Macro Ops Musings

Why Dying Industries Can Make Great Investments

March 8, 2023, 4:29 p.m.

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Macro Ops Musings

My Favorite Bruce Greenwald Learning Resources

Jan. 30, 2023, 4:36 p.m.

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Macro Ops Musings

What I Learned From Michael Burry's Value Investor Club Write-ups

Jan. 27, 2023, 2:22 p.m.

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Macro Ops Musings

Value Investing Q3 Letter Recaps: Embracer Group, St. Joe, And APi Group

Nov. 7, 2022, 3:04 p.m.

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Macro Ops Musings

Q3 2022 Hedge Fund Letter Recaps: SIX, SCHW, CSU

Oct. 21, 2022, 1:27 p.m.

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Macro Ops Musings

Value Investing Letter Recaps: More Q2 2022

Oct. 5, 2022, 1:05 p.m.

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Macro Ops Musings

Dead Companies Walking: A Book Review

Sept. 8, 2022, 12:35 p.m.

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Macro Ops Musings

POWW Put On Blast

Aug. 31, 2022, noon

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Macro Ops Musings

Notes From "The Inner Game of Investing" w/ Dan McMurtrie

Aug. 24, 2022, noon

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Macro Ops Musings

Value Hive Podcast Transcript: Doomberg

Aug. 17, 2022, 12:12 p.m.

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Macro Ops Musings

Dusk Group (DSK.ASX): Can You Smell The Discount?

Aug. 11, 2022, 4:10 p.m.

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Macro Ops Musings

The Greatest Value Investor You've Never Heard Of

Aug. 6, 2022, 1:02 p.m.

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