Porfolio Armor

  • Investors Flee To The Safety Of Peloton

    Investors Flee To The Safety Of Peloton

    Peloton shares were a rare island of green in Thursday’s sea of red.

    David Pinsen

    November 4, 2022
    News, Trading
    Peloton, PTON
  • Ukraine Reaps The Whirlwind

    Ukraine Reaps The Whirlwind

    Seven years after mocking the Ukrainian-induced water shortage in Crimea, President Zelensky’s citizens wait in lines for fresh water. Plus, an update on our “Long energy, short Treasuries and tech” approach following the Fed meeting Wednesday.

    David Pinsen

    November 3, 2022
    Economics, Geopolitics, History, News, Security Selection
    BOIL, Crimea, Energy, GUSH, Russia, Thomas Mackenzie, TMV, TTT, Ukraine, WEBS
  • Gold Guns Girls

    Gold Guns Girls

    Endless posts predicting the next bull market in gold–Is it ever gonna be enough?

    David Pinsen

    November 2, 2022
    Culture, Economics, Market History, Security Selection, Trading
    DUST, GLD, gold, PHYS, Precious metals, PSLV, SLV, YPF
  • The Fed Doesn’t Care About The Midterms

    The Fed Doesn’t Care About The Midterms

    The Democrats have been predicted to loose all year, so the Fed knows it won’t get blamed for this one. It will get blamed for interference in 2024 if it doesn’t finish tightening before then. All the more reason to lean hawkish now.

    David Pinsen

    November 1, 2022
    Economics, Hedging, News, Politics, Security Selection
    DRV, The Fed, TMV, TTT
  • The Case Against China Invading Taiwan

    The Case Against China Invading Taiwan

    Why China probably won’t invade Taiwan. Plus, an update on betting against Chinese stocks.

    David Pinsen

    October 31, 2022
    Economics, Geopolitics, Hedging, History, News, Security Selection
    China, Russia, Taiwan, Ukraine, YANG
  • Preventing World War T From Turning Into World War III

    Preventing World War T From Turning Into World War III

    How Elon Musk’s takeover of Twitter can be a force for peace. Plus an update on our macro call after an eventful week in tech capped by Musk’s acquisition of Twitter.

    David Pinsen

    October 29, 2022
    Culture, Geopolitics, History, News, Politics, Security Selection
    CRK, Elon Musk, Energy, GUSH, Inflation, Jamie Raskin, Russia, Steve Sailer, TMV, TTT, Twitter, Ukraine, WEBS, World War T
  • Netflix Returns To Our Top Names

    Netflix Returns To Our Top Names

    Netflix returns to our top names. Why the company may have a couple of tailwinds. What it’s inclusion in our top names says about near term market direction.

    David Pinsen

    October 27, 2022
    Culture, Hedging, History, Security Selection
    Babylon Berline, Cuties, DRV, Netflix, NFLX, Wokeness
  • What Comes Next In China

    What Comes Next In China

    Why one analyst argues China may try to take Taiwan as early as this winter. Plus, an update on how our bearish China ETF has performed since we included it in a portfolio last week.

    David Pinsen

    October 25, 2022
    Geopolitics, News, Security Selection
    China, Russia, Taiwain, Ukraine, Unipolar versus multipolar, United States, YANG
  • A Man Who Saw The Future

    A Man Who Saw The Future

    John Pilger’s prescient warning from 2014 about the West’s intervention in Ukraine.

    David Pinsen

    October 24, 2022
    Geopolitics, History, News, Politics
    Iran, John Mearsheimer, John Pilger, Russia, Ukraine
  • Protests In Iran

    Protests In Iran

    Do Iranian girlbosses want drag queen story hours? Plus, betting against silver.

    David Pinsen

    October 22, 2022
    Culture, Economics, Geopolitics, History, Politics, Security Selection
    Iran, PHYS, PSLV, SLV
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