September 8, 2019

2 Letters; $20 Billion Lost


Over the past few months, we’ve learned a lot about the psyche of the typical Ponzi Sector investor. You see, Ponzi sector investors will ignore most red flags, even at a company like WeWork, with more red flags than a Soviet May Day parade; Super-voting stock – Zuck did that and it worked out in the end Accelerating losses – Look at all that ... Read More
Categories: Comments On Events
Positions Mentioned:
August 30, 2019

Talking Shipping With Mike Alkin


Over the past few months, I’ve received a lot of questions on shipping. Mike “Mr. Uranium” Alkin invited me on his show to answer some of those questions. We talked shipping, uranium, Greece and much more. My part begins at the 20 minute mark (damn Uber had me late).  I hope you enjoy. https://www.curzioresearch.com/this-beautifully-ugly-industry-has-massive-upside-potential/   
Categories: Comments On Events
Positions Mentioned:
August 29, 2019

Uranium


Last night, I had drinks with my good buddy Mike “Mr. Uranium” Alkin. As you can guess, we talked a lot about Mike’s favorite topic; uranium. Let me preface this discussion by saying that uranium will always be special to me. I was a very early uranium bull in 2003 and had an oversized basket of uranium junior miners (there were like 8 publicly ... Read More
Categories: Investments
Positions Mentioned: U CN
August 26, 2019

It May Just Detonate…


Over the years, I’ve avoided talking much about US politics unless it directly impacts the markets. Longtime readers will know that I’m socially liberal and economically libertarian. As for politicians, I find them all to be liars; playing off human emotions for their own gain. I hate both main parties equally, as I don’t see either party representing what I believe in. With that ... Read More
Categories: Comments On Events
Positions Mentioned:
August 20, 2019

Weed Stocks Get “Smoked”


Last month, I wrote an article about the cannabis sector, pointing out that supply growth is massively overshooting limited legal demand growth in Canada. Since then, Q2 earnings proved out this point. You know it’s bad when industry leader Canopy Growth (CGC – USA) grows net revenue by 249% but sees gross margin shrink from 43% to 15% (yea, I know, there’s some moving ... Read More
Categories: Investments
Positions Mentioned: MJ
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