Category: Research
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Specs Short Soybeans… [Dirty Dozen]
“If only one lesson is to be chosen from a package of lessons involving Social-Proof Tendency, and used in self-improvement, my favorite would be: Learn how to ignore the examples from others when they are wrong because few skills are more worth having” ~ Charlie Munger In this week’s Dirty Dozen [CHART PACK] we cover…
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Record Highs In The Nikkei… [Dirty Dozen]
“We are great believers in the idea of having audacious goals, breaking out and doing something out of the ordinary… It’s helped us turn what most people consider a mere profession into a vocation and, beyond that, an art, where we frequently put ourselves in harm’s way.” ~ The Chandler Brothers (the greatest investors you’ve…
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Thoughts On Hedging Uranium Exposure
Hedging uranium was a thought experiment that I’ve been wrestling with for months. While I’m very bullish the long-term fundamentals, I can’t help but see the short-term overbought hysteria that’s all over Twitter/X. Uranium guys doing victory laps, people shouting for $200-$300/lb spot prices. Cramer talking about it on CNBC. It got me worried. So…
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Texas Tea Time? [Dirty Dozen]
“In the long run, painful losses may prove much more valuable than wins — those who are armed with a healthy attitude and are able to draw wisdom from every experience, ‘good’ or ‘bad’, are the ones who make it down the road. They are also the ones who are happier along the way. Of…
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The Tin Catalyst We’ve Been Waiting For
Prabowo Subianto will most likely win the Presidential election in Indonesia. He will take over after a ten-year run by highly popular president Joko Widodo (80% approval rating). Why does this matter? The guy who Joko endorsed just won with Jokowi’s son as VP. One of Joko’s last requests as president was a critical minerals export ban. Now…
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Keep It Bullish Stupid… [Dirty Dozen]
“Mountains should be climbed with as little effort as possible and without desire. The reality of your own nature should determine the speed. If you become restless, speed up. If you become winded, slow down. You climb the mountain in an equilibrium between restlessness and exhaustion. Then, when you’re no longer thinking ahead, each footstep…
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It’s A Mixed Bag… [Dirty Dozen]
“You must know the big ideas in the big disciplines and use them routinely – all of them, not just a few. Most people are trained in one model-economics, for example – and try to solve all problems in one way. You know the old saying: “To the man with a hammer, the world looks…
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Time To Put On Your Tin Hats… [Dirty Dozen]
Modern economists do not get their rewards and awards for being preoccupied with energy, and modern societies become concerned about it only when the supply of any main commercial form of energy appears to be threatened and its prices soar. ~ Vaclav Smil, How The World Really Works In this week’s Dirty Dozen [CHART PACK]…
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A Bullish Turn Of Year Signal [Dirty Dozen]
Nurture your mind with great thoughts; to believe in the heroic makes heroes. ~ Benjamin Disraeli In this week’s Dirty Dozen [CHART PACK] we cover bullish breakouts, strong turn-of-year and presidential cycle seasonality, a zero returning China, a bearish consensus in Ags, and a dirt cheap fertilizer stock to play for a rebound, plus more… …
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When In Greece… [Dirty Dozen]
A trader thinking about economics is like a dog thinking about quantum physics: unlikely to be right and completely irrelevant to their lives. ~ Euan Sinclair In this week’s Dirty Dozen [CHART PACK] we talk about a high-fidelity breadth reversal signal, rising shipping rates, constructive developments in crude, a bullish PGM play, and a small…