Category: Security Selection
A New Phase In The Ukraine War
After the Ukraine’s successful counteroffensive, Russia starts targeting the Ukrainian power grid.
Meet Our Satanist Monkeypox Czar
Another eclectic hire by the Biden Administration.
Ending The Ukraine War
A German entrepreneur’s plan to end the war. Plus, an example of investing cautiously during the fallout of the war.
The All-Weather Approach
The benefit of not being long-only.
Questioning Zoltan’s Claims
The Credit Suisse wunderkind has a couple of questionable ideas about how America should navigate his new world order.
Top Names Update
An update on the performance of our top names since we added a new security selection factor at the end of June. By getting us better entry into volatile names, it has improved our performance, as you can see here.
Why Oil Can Spike Despite A Recession
Current natural gas prices in Europe are so high that switching to oil at even double current prices for electricity generation would be a bargain.
What the assassination of Darya Dugina and the attempted drone strike Russia’s Black Sea Fleet headquarters have in common.
Blood Bath & Beyond
A Rough Week For The Apes After hitting a high of $30 on Wednesday, shares of Bed Bath & Beyond (BBBY) fell to $18.55 Thursday, on news that billionaire Chewy, Inc. (CHWY) founder, GameStop Corp. (GME) chairman, and pied piper of Wall Street Bets apes Ryan Cohen had dumped his entire stake in the ailing retailer. Chart via ZeroHedge. After hours,…
The Market’s Up, The VIX’s Down, But Risks Abound
Bears Drowning In Sea Of Green “‘Sea Of Green;: Bears Crushed As Stocks Storm Above 50% Fib Retracement” That ZeroHedge headline from Friday’s close would have seemed unlikely a few months ago, when former Fed wunderkind Zoltan Pozsar warned that the Fed needed stocks to fall further to fight inflation. Yet here we are,…