Tag: GUSH
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Update On America’s Drag Queen Nuclear Waste Czarina
America’s gender-fluid nuclear waste czarina gets charged with felony theft. Plus a look back and what we got right and wrong in our market note from last February.
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Top Names Update 3
An update on the performance of our top names, since the addition of our new security selection factor on June 24th.
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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.
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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.
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Top Names Update 2
An update on the performance of our top names, since the addition of our new security selection factor on June 24th.
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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.
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Questioning Zoltan’s Claims
The Credit Suisse wunderkind has a couple of questionable ideas about how America should navigate his new world order.
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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.
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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.
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