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Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
Tags Unity Software (U) Technology Flex LNG (FLNG)
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Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
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Friday File: LAB, Rainwater, Insurance and Berkshire
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Tags Rainwater Equity (RW) Select STOXX Europe Aerospace & Defense ETF (EUAD) Kinsale Capital (KNSL)
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Friday File: More Gold, Switching Insurers, and Fading Brad
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Tags QXO (QXO) GE Vernova (GEV) Centrus Energy (LEU)
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Friday File: Payouts, Used Cars, Wins and Worries
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Tags Berkshire Hathaway (BRK/B) Stellantis (STLA) Eagle Energy Metals
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Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
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Tags Intuitive Surgical (ISRG) S&P 500 ETF (SPY) Super Micro Computer (SMCI)
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Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers GOLD
Tags Ferrari (RACE) Nvidia (NVDA) Big Picture / Asset Allocation
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Monday File: A Trade Note about Hedging
July 31, 2023
Tags Big Picture / Asset Allocation S&P 500 ETF (SPY) Hedging
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Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers UBER
Tags The Oxford Club RPC Inc (RES) Occidental Petroleum (OXY)
From Stock Gumshoe
Friday File: Gold, Energy Income and Fallen REITs
March 24, 2023
Tags Franco/Nevada (FNV) covered call selling Medical Properties Trust (MPW)
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Friday File: Freaking Out
September 24, 2021
Tags WESCO (WCC) Hipgnosis Songs Fund (SONG/L HPGSF) Shopify (SHOP)
From Stock Gumshoe
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