Author: evencio.alvarez14@gmail.com
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A Golden Bull… [Dirty Dozen]
What matters, as I say, is the background, not the foreground because the foreground is where everyone is looking. What matters in financial markets -and in life? -is not what you see straight ahead but what you glimpse out of the corner of your eye. ~ John Percival “The Way of the Dollar” In this…
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My Thoughts on Copper vs. Uranium
I spent most of the summer studying the copper market, its supply/demand dynamics, and potential future imbalances. I found a market facing supply issues starting in 2025 due to The Great Electrification and the world’s race to Net Zero by 2050. But that’s all in the future. Today, the market clears with supply matching demand…
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A Contrarian Buy Signal Is Triggered… [Dirty Dozen]
Don’t have an opinion. We used to have a saying in Hong Kong, “Should’ve been up, but it’s down, so short it; should’ve been down, but it’s up, so long it.” That trading philosophy became the basis of what I wanted to do: When the tape is telling you something, don’t fight it; go with…
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Big Opp In Barbarous Relic… [Dirty Dozen]
But barbarians at the gate are not the real cause of imperial collapse. They are a consequence of the failure to sustain social cooperation. As the British historian Arnold Toynbee said, great civilizations are not murdered—they die by suicide. ~ Peter Turchin “Ultrasociety” In this week’s Dirty Dozen [CHART PACK] we cover the new record by…
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Multiple Buy Signals… [Dirty Dozen]
For eighteen years I followed the sea, took what it offered. It has brought me shipwreck and success, sorrow, danger, and unutterable happiness.~ Henry de Monfreid In this week’s Dirty Dozen [CHART PACK] we look at a combination of multiple buy signals in stocks in conjunction with both bonds and USD bumping up against critical…
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A Risky Proposition… [Dirty Dozen]
In chess we have the obligation to move; there is no option to skip a turn if you can’t identify a direction that suits you. One of the great challenges of the game is how to make progress when there are no obvious moves, when action is required, not reaction. The great Polish chess master…
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This Isn’t The Market Top… [Dirty Dozen]
There are no limits. There are plateaus, but you must not stay there, you must go beyond them. If it kills you, it kills you. A man must constantly exceed his level. ~ Bruce Lee In this week’s Dirty Dozen [CHART PACK] we answer the question (probabilistically) of whether this is the start of a…
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Azarias Capital on Uranium 101
Brandon Beylo: Daren Heitman of Azarias Capital, thanks so much for coming on the podcast. I want to say early this week and I was like, Hey, I read your letters. I was fussing around the uranium space and saw that you had written about it and tweeted about it and want to see if…
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Investors Dumping EM At Record Rates. MO Says Buy EM… [Dirty Dozen]
The investment process is only half the battle. The other weighty component is struggling with yourself, and immunizing yourself from the psychological effects of the swings of markets, career risk, the pressure of benchmarks, competition, and the loneliness of the long-distance runner. ~ Barton Biggs In this week’s Dirty Dozen [CHART PACK] we discuss the…