Tag: UNG
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A New Phase In The Ukraine War
After the Ukraine’s successful counteroffensive, Russia starts targeting the Ukrainian power grid.
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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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Performative War
What the assassination of Darya Dugina and the attempted drone strike Russia’s Black Sea Fleet headquarters have in common.
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Adding A New Factor
Updating Security Selection This post was originally shared via or email list on June 29th. Each day the market’s open, our system gauges stock and options market sentiment to rank securities by its estimate of their potential returns over the next six months. We made a slight change to our selection process last week, incorporating…
Porfolio Armor 