September 24, 2019

On Getting Antero Wrong…


I pride myself in being a contrarian. When someone tells me that something positively cannot happen, I immediately wonder what security is mispriced if there’s even a 1% chance it could happen. Often, the securities I’m long are unloved, unpopular and downright hated. When I speak at idea dinners, I’m quite used to people showing a visceral sense of revulsion, followed by pity on ... Read More
Categories: Investments
Positions Mentioned: AR
September 20, 2019

Are Trump’s Incentives About To Change…???


Three weeks ago, I did the unforgivable and waded into US politics. I apologize, but I am about to do so again. Fortunately for all of us, I’ll keep my thoughts specifically to the stock market. Say what you will about Trump, he has had only one goal for the past three years; pump the hell out of the stock market. He tweets at ... Read More
Categories: Comments On Events
Positions Mentioned:
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
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