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December 11th, 2017
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Latest News about Trade Note
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Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
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Occidental Petroleum (OXY)
Cryptocurrencies
Markel (MKL)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Triple Flag Precious Metals (TFPM/TO)
WPP Group (WPPGY)
Dakota Gold (DC)
From
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Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
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Triple Flag Precious Metals (TFPM/TO)
Oklo (OKLO)
Synopsys (SNPS)
From
Stock Gumshoe
Wednesday File: Another Nuclear Mania Story?
June 11, 2025
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Westinghouse
NuScale Power (SMR)
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From
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Friday File: Q1 Earningspalooza
May 02, 2025
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Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
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Triple Flag Precious Metals (TFPM/TO)
Big Picture / Asset Allocation
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Friday File: Toasting Gold until it Hertz?
April 18, 2025
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GOLD
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Royal Gold (RGLD)
SPDR Gold Shares (GLD)
Trade Note
From
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Trade Note: Stop Losses & Trade Victims
April 07, 2025
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Shopify (SHOP)
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Par Technology (PAR)
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Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
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Sandstorm Gold (SAND SSL/TO)
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Friday File
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Gold/Precious Metals & Mining
Bridgewater
Sandstorm Gold (SAND SSL/TO)
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Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
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BWX Technologies (BWXT)
Exor (EXO/AS EXXRF)
Waste Magement (WM)
From
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Trade Note
Brookfield Corp (BN)
Friday File
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Cisco (CSCO)
Cloudflare (NET)
Technology
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Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
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Intuitive Surgical (ISRG)
NuScale Power (SMR)
Travelers (TRV)
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Hedging
Howard Marks
Nvidia (NVDA)
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Friday File: Black Friday, Red “No’s”, Golden Opportunity?
December 06, 2024
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Stellantis (STLA)
Intuitive Surgical (ISRG)
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Friday File: Odds of Success?
November 22, 2024
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The Trade Desk (TTD)
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Nvidia (NVDA)
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Friday File: Who’s Buying What?
November 15, 2024
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Floor & Decor (FND)
Dollar General (DG)
Shopify (SHOP)
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Friday File: Tricks and Treats
November 01, 2024
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Alphabet (GOOGL GOOG)
Oxford Nanopore (ONT/L ONTTF)
Chubb (CB)
From
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Friday File: Better and Cheaper?
October 25, 2024
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Porter Stansberry
Shopify (SHOP)
The Big Secret on Wall Street (This Week)
From
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
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GOLD
OKLO
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Dominion Resources (D)
Marin Katusa
Dakota Gold (DC)
From
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Friday File: Double Buy in Gold?
September 27, 2024
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Deterra Royalties (DRR/AX)
Vox Royalty (VOXR)
Franco/Nevada (FNV)
From
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Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
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Arch Capital (ACGL)
Hiscox (HSX/L HCXLY)
Chubb (CB)
From
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Friday File: Cold Quarter… and a Bunch of Little Buys
September 06, 2024
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Brookfield Corp (BN)
Alphabet (GOOGL GOOG)
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Pernod Ricard (RI/PA PRNDY PDRDF)
Chapters Group (CHG/DE)
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From
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Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
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Friday File
Franco/Nevada (FNV)
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Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
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Celsius Holdings (CELH)
Porter Stansberry
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
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Guest Articles
Universal Display (OLED)
Sandstorm Gold (SAND SSL/TO)
From
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Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
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The Trade Desk (TTD)
Woodside Petroleum (WPL/AX WOPEY)
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Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Sequoia
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John Fox
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