-
Questioning Zoltan’s Claims
The Credit Suisse wunderkind has a couple of questionable ideas about how America should navigate his new world order.
-
Nord Stream 2 And The Ukraine War
Did the U.S. want Russia to invade the Ukraine in order to cancel Nord Stream 2?
-
Who Is Shelling The Zaporizhzhia Nuclear Power Plant?
A U.S. State Department official declines to answer the question.
-
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.
-
Performative War
What the assassination of Darya Dugina and the attempted drone strike Russia’s Black Sea Fleet headquarters have in common.
-
Have Western Sanctions On Russia Failed?
Reassessing Sanctions On Russia In a post in March (Sanctioning Ourselves), I questioned the efficacy of Western sanctions on Russia. And in a subsequent post in April, I wrote about how the West had likely underestimated the size and resiliency of the Russian economy. Now, The National Interest has a piece by Mark Episkopos asking […]
-
A Reason To Hold Those BBBY Puts
Suppliers Holding Back on Shipments In a recent post (Blood Bath & Beyond), I mentioned I had bought puts on Bed Bath & Beyond (BBBY) in my personal account before its recent crash. Bloomberg offers reason to hold those puts a bit longer.
-
When Buy & Hold Doesn’t Work
Twenty Years Of Pain The top image comes from the TikTok video in this tweet.
-
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, […]
-
Follow
Following
Already have a WordPress.com account? Log in now.
Porfolio Armor 