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Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
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International General Insurance Holdings (IGIC)
Stocks
Trade Note
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
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Wingstop (WING)
Domino's Pizza (DPZ)
Pershing Square USA (PSUS)
From
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Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
Tags
Flex LNG (FLNG)
W/R/ Berkley (WRB)
Stocks
From
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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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Travelers (TRV)
Big Picture / Asset Allocation
Occidental Petroleum (OXY)
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)
Amazon (AMZN)
Friday File
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Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
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Eni (E)
Oklo (OKLO)
Burford Capital (BUR)
From
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Wednesday File: Another Nuclear Mania Story?
June 11, 2025
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HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
Westinghouse
Brown & Brown (BRO)
From
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Friday File: Q1 Earningspalooza
May 02, 2025
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IPO
SILVER
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Amazon (AMZN)
Brown & Brown (BRO)
Friday File
From
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Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
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Intuitive Surgical (ISRG)
QXO (QXO)
Triple Flag Precious Metals (TFPM/TO)
From
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Friday File: Toasting Gold until it Hertz?
April 18, 2025
Tickers
GOLD
Tags
Sandstorm Gold (SAND SSL/TO)
Gold/Precious Metals & Mining
Trade Note
From
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Trade Note: Stop Losses & Trade Victims
April 07, 2025
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Stocks
Shopify (SHOP)
Alphabet (GOOGL GOOG)
From
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Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
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Big Picture / Asset Allocation
Markel (MKL)
Diageo (DEO)
From
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Chubb (CB)
Huntington Ingalls Industries (HII)
KKR & Co/ (KKR)
From
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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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RXO (RXO)
WIngstop (WING)
Vistra (VST)
From
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Brookfield Corp (BN)
Cloudflare (NET)
Brookfield Asset Management (BAM)
From
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Amazon (AMZN)
Cloudflare (NET)
BWX Technologies (BWXT)
From
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Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
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Chubb (CB)
ETFs or Mutual Funds
Cameco (CCJ)
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Hedging
Chapters Group (CHG/DE)
Markel (MKL)
From
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Friday File: Black Friday, Red “No’s”, Golden Opportunity?
December 06, 2024
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Sky Harbour (SKYH)
Trade Note
Brad Thomas
From
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Friday File: Odds of Success?
November 22, 2024
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Dream Finders Homes (DFH)
Atkore (ATKR)
Toast (TOST)
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Friday File: Who’s Buying What?
November 15, 2024
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Bank of America (BAC)
Liberty Global (LBTYK LBTYA)
Green Brick Partners (GBRK)
From
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Friday File: Tricks and Treats
November 01, 2024
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Huntington Ingalls Industries (HII)
Chubb (CB)
Brookfield Wealth Solutions (BNT)
From
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Friday File: Better and Cheaper?
October 25, 2024
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The Big Secret on Wall Street (This Week)
Porter Stansberry
Shopify (SHOP)
From
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
Intuitive Surgical (ISRG)
altius
Gold Standard Ventures (GSV)
From
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Friday File: Double Buy in Gold?
September 27, 2024
Tags
Deterra Royalties (DRR/AX)
Market Vectors Gold Miners ETF (GDX)
Brookfield Corp (BN)
From
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Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
Tags
Constellation Energy (CEG)
Chubb (CB)
Beazley (BEZ/L BZYLF)
From
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Friday File: Cold Quarter… and a Bunch of Little Buys
September 06, 2024
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Celsius Holdings (CELH)
Domino's Pizza (DPZ)
PepsiCo (PEP)
From
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Berkshire Hathaway (BRK/B)
Diageo (DEO)
Standard Bio Tools (LAB)
From
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Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
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GOLD
Tags
The Trade Desk (TTD)
gold
ArcelorMittal (MT)
From
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Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
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American Financial Group (AFG)
Atkore (ATKR)
From
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