I get more out of investing interviews where the guest dissects their failures and how they clawed their way back.
Video: Higher metals prices explained
Jeff Christian, managing partner at the CPM group, calls for a recession by 2024, which will be accompanied by higher metals prices and a strong US dollar. This is the definition of stagflation. “Supply tends to be less responsive to interest rate changes, so the Fed can try to quell demand and cool inflationary pressure, […]
Senvest Capital exits crypto investment
The management discussion and analysis outlines why the position was sold even though Senvest still believes in the underlying technology.
Options trades: Equinox Gold
The thesis here is that in the next 540 days Equinox Gold will fully resolve the disputes that had closed the Los Filos mine and crushed the share price
Margins succinctly explains the Facebook investment thesis
Network effect + basic supply and demand fundamentals = second quarter profit of US$10.2-billion with more to come.
Compensation and convergence: Parkit hires part-time CEO
There are benefits to having a CEO who must see a lot of deals, but there are also legitimate questions to be asked.