June 2, 2021

ESG = Energy Stops Growing


For most of my career, oil demand has grown each year and supply has roughly kept up. Sure, it’s overshot in both directions. We’ve seen shortages and we’ve seen gluts. We’ve even seen oil go negative. Throughout this time, we’ve always intuitively known that the cure for high prices is high prices. Last week may have forever changed this prudent logic. I’m starting to ... Read More
Categories: Investments
Positions Mentioned: CL
May 17, 2021

Kuppy Chats With Zer0esTV…


Friends, I recently chatted with Carson Block’s Zer0esTV (I’m a subscriber and big fan) about unlocks and how to play them, along with a timely opportunity. Click here to watch We also get to laugh at ARKKegos Click here to watch Hope you enjoy, Kuppy  
Categories: General
Positions Mentioned:
May 5, 2021

Focus On The Facts…


One of the great benefits of writing this blog is that I get hundreds of emails each month. These emails give me a unique perspective into what others see and an insight into how they run their books. With that in mind, I’d like to explore an odd concept in finance—investors’ political views getting in the way of them making money. As our world ... Read More
Categories: Comments On Events
Positions Mentioned:
April 19, 2021

Trading “Project Zimbabwe…”


At the depths of the COVID crash, I began writing extensively about the equity market ramifications of unlimited fiscal and monetary stimulus. To start with, it was obvious that the equity markets would blast higher—as a result I strapped on as much exposure as I could stomach while remaining a responsible fiduciary. I was also early to recognize the massive influx of retail traders ... Read More
Categories: Comments On Events
Positions Mentioned:
April 8, 2021

KEDM Is Hiring!!!


Dear friends, Have you ever dreamed of working in South Florida, yet never having time for the beach? Do Excel Macros get you excited? Do you enjoy reading 10-K’s until your eyes burn? Ever wanted to experience indentured servitude wages? Then we have a job for you!! The time has finally come—KEDM is hiring. There’s a lot of Alpha trapped out there and we ... Read More
Categories: General
Positions Mentioned:
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