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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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Sandstorm Gold (SAND SSL/TO)
Travelers (TRV)
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From
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Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Triple Flag Precious Metals (TFPM/TO)
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Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
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From
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Wednesday File: Another Nuclear Mania Story?
June 11, 2025
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Trade Note
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Friday File: Q1 Earningspalooza
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SILVER
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IPO
Markel (MKL)
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Friday File: How Much to Pay for Slowing Growth?
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Trade Note
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Stock Gumshoe
Friday File: Toasting Gold until it Hertz?
April 18, 2025
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GOLD
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Friday File
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Trade Note: Stop Losses & Trade Victims
April 07, 2025
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Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
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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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Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
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Brad Jacobs
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From
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Friday File
Brookfield Corp (BN)
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Friday File: Black Friday, Red “No’s”, Golden Opportunity?
December 06, 2024
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Friday File: Odds of Success?
November 22, 2024
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Friday File: Who’s Buying What?
November 15, 2024
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Friday File: Tricks and Treats
November 01, 2024
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Friday File: Better and Cheaper?
October 25, 2024
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
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Friday File: Double Buy in Gold?
September 27, 2024
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Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
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HCI Group (HCI)
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Friday File: Cold Quarter… and a Bunch of Little Buys
September 06, 2024
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
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Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
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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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From
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