I talked to Bill Powers of Mining Stock Education last week about how I got started and my process for making investments.
January Trade Report and Watchlist
Traded around some positions. Went bottom fishing.
Adventures in Capital Allocation
Taking a look at recent news from from Sailfish Royalty and Electric Royalties. The opportunity set awaiting Peter Marrone.
2023 trades thus far
My public watchlist and trades thus far.
My three favourite Ali fights
Muhammad Ali would have turned 81 this week. That’s a good excuse to watch my three favourite Ali fights.
Everyone hates Peter Zeihan
Nobody should be taking anything they hear on a Joe Rogan podcast too seriously. That said, Zeihan seems to have gotten the important stuff right.