Consumer Picks & Shovels: How Companies Help Customers Find Gold
Consumer Picks & Shovels: How Companies Help Customers Find Gold
“When everyone is looking for gold, it’s a good time to be in the pick and shovel business.” – Mark Twain….
Research
Equity Positioning at RECORD Levels
Equity Positioning at RECORD Levels
“Whoever wishes to foresee the future must consult the past; for human events ever resemble those of preceding times…this arises…
5 Investing Lessons From A Year of Podcasting
5 Investing Lessons From A Year of Podcasting
A year ago, I launched the Macro Ops investing podcast, Value Hive. I wrestled with starting such a venture….
A Bull Market In Wheat
A Bull Market In Wheat
When you develop a desire for trading, you must realize that the desire originates from the greed for profit and…
Notes on Q1 Performance, Gold, Ethereum, EURUSD…
Notes on Q1 Performance, Gold, Ethereum, EURUSD…
He also taught me one other thing that is absolutely critical: You have to be willing to make mistakes regularly;…
Crossing The Chasm: Deep Dive Book Review
Crossing The Chasm: Deep Dive Book Review
Before we dive into one of the best books I’ve ever read, I want to tell you about our Macro…
A Buy Climax is Coming…
A Buy Climax is Coming…
“In the United States problems of economic understanding have been compounded by the effect of economic prosperity. The Japanese in…
Ben Gordon: The Hunt For Extraordinary Returns
Ben Gordon: The Hunt For Extraordinary Returns
The Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They’re constantly releasing new…
Loungers PLC (LGRS.LSE): Growth Capex Hides True FCF Yield
Loungers PLC (LGRS.LSE): Growth Capex Hides True FCF Yield
Loungers (LGRS) is an operator of café/ bar/ restaurants across England and Wales under two distinct but complementary brands, Lounge…
It’s Time to Buy Japanese Banks
It’s Time to Buy Japanese Banks
“My lesson from Soros is to start every meeting at my boutique by convincing everyone that we are a bunch…