The Yen is Done Yawning…
The Yen is Done Yawning…
“It might seem that if you have an edge, the way to maximize the edge is to trade as big…
Research
eDreams Odigeo (EDR) Earnings & POWW Selling Pressure
eDreams Odigeo (EDR) Earnings & POWW Selling Pressure
This weekend we review eDreams ODIGEO (EDR) 1Q 2022 earnings and discuss POWW’s recent selling pressure. Before we dive in,…
Why Bond Yields Are Headed Lower…
Why Bond Yields Are Headed Lower…
“War, battles, and conflicts of all kinds (including poker) set in motion forces that quickly become unpredictable. Small defects or…
Supply-Constrained “Problems” in POWW & UP
Supply-Constrained “Problems” in POWW & UP
We like companies that have the matryoshka of conditional tailwinds at their backs. Great companies, led by great operators, with…
ETHUSD Geared Up For Another Run
ETHUSD Geared Up For Another Run
“For me, technical analysis is like a thermometer. Fundamentalists who say they are not going to pay attention to the…
Podcast Transcript: Dan McMurtrie
Podcast Transcript: Dan McMurtrie
Wednesday, August 25, 2021 Podcast Transcripts: Dan McMurtrie Brandon Beylo (host): This is take two with Dan McMurtrie of Tyro…
Oil At Short-Term Bottom
Oil At Short-Term Bottom
“The most powerful word in the markets is “despite.” If you hear or see a comment like, “Despite the increase…
Ammo Inc (POWW): Q1 2022 Earnings Recap
Ammo Inc (POWW): Q1 2022 Earnings Recap
POWW is an ammo and ammunition accessory manufacturer that sells its product through third-party retailers and its online marketplace, GunBroker.com….
Dow Transports Breaking Out
Dow Transports Breaking Out
“The people of the time scornfully looked down on earlier epochs with their wars, famines and revolutions as periods when…
Steven Wood: Constructivism & The Psychology of A Great Investor
Steven Wood: Constructivism & The Psychology of A Great Investor
This week we had a conversation with Steven Wood founder of Greenwood Investors. We covered a variety of topics ranging…