Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
A PGMs Situation Starting to Shine
May 29, 2025, 9:09 a.m.
Wind of Change
May 22, 2025, 12:03 p.m.
Where Are We & What To Do?
May 16, 2025, 12:37 p.m.
A Copper-Bottomed Situation
April 29, 2025, 1:56 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.