Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
A Tariff-ic Set-Up?
April 4, 2025, 4:30 p.m.
An Explosive Situation
April 1, 2025, 9:33 a.m.
Dalata Hotel Group: Check-Out Time?
March 24, 2025, 1:59 p.m.
Ground and Pounds
March 11, 2025, 1:32 p.m.
Cementing Value
Feb. 24, 2025, 11:01 a.m.
Tactical Commodities Basket - Stock #10
Feb. 19, 2025, 11:43 a.m.
Tactical Commodities Basket - Stock #9
Feb. 18, 2025, 12:57 p.m.
Tactical Commodities Basket - Stock #8
Feb. 14, 2025, 3:59 p.m.
Tactical Commodities Basket - Stock #7
Feb. 13, 2025, 12:06 p.m.
Tactical Commodities Basket - Stock #6
Feb. 12, 2025, 7:25 p.m.
A Barbarian At St. James's Gate?
Feb. 11, 2025, 4:02 p.m.
Tactical Commodities Basket - Stock #5
Feb. 7, 2025, 1 p.m.
Tactical Commodities Basket - Stock #4
Feb. 4, 2025, 4:20 p.m.
Dowlais: Gone Off Road?
Feb. 3, 2025, 4:07 p.m.
Tactical Commodities Basket - Stock #3
Jan. 31, 2025, 1:06 p.m.
Tactical Commodities Basket - Stock #2
Jan. 29, 2025, 11:42 a.m.
A Tactical Commodities Basket
Jan. 27, 2025, noon
2024 Model Portfolio Review
Jan. 20, 2025, 4:57 p.m.
Resetting Value Situations
Jan. 13, 2025, 11:20 a.m.
Closing Out 2024
Dec. 23, 2024, 4:01 p.m.
New King Coal
Dec. 16, 2024, 11:38 a.m.
DCC Plc: Divest, Clarify, Capitalise
Nov. 18, 2024, 10:11 a.m.
Smacked With A Wooden Spoon.
Nov. 8, 2024, 2:45 p.m.
PGMs: Time To Shine?
Oct. 30, 2024, 12:14 p.m.
Q3 2024 Model Portfolio Review
Oct. 16, 2024, 10:24 a.m.