Insights

Today's Thoughts: Uranium & The Facebook Lots of earnings and other things to wade through again today. Same style as yesterday, we’ll do them in the order of importance (meaning how much we own for clients). A bit of a rant about halfway in for people...

Today's Thoughts: Earnings We are in the midst of earnings season, which means we had a lot of companies report yesterday. I’ll try to run through them in order of importance (meaning how much of these companies clients own). So unfortunately, no jokes...

Today's Thoughts: Private Equity & Crypto Carlyle Direct Access – The Carlyle Direct Access private equity fund has been opened again for new investments to be made between April 27th and June 30th. They have slightly lowered the fees. As a reminder,...

Today's Thoughts: Bonds The chart below is from Bianco Research and shows the total return for global bonds by year. The dark black line is 2022. The bond index is down over 10% for the year, which as you can see from the chart is not really something...

Rate Hikes – A lot of the questions that we’re getting these days – and frankly a lot of investment media coverage – has been around rate hikes. How many are we going to get? When? How high will they go? I have thoughts on those, but I’m not sure they’re...

Today's Thoughts: Jim Cramer Businesses Are Not Buys At Any Price – The screenshot below of Jim Cramer’s Mad Money program from October 19, 2020 was making the rounds yesterday. First, I’d like to congratulate myself for making it almost 7 years of writing...

Today's Thoughts: Sharing your Netflix account Netflix (NFLX) – No position (meaning we’ve never bought or recommended it). I should note that these are preliminary thoughts and that I can always change my mind. Netflix reported a very disappointing quarter...

Today's Thoughts: The Old Economy If you were the person who asked for snow on April 18th… please stop. Revenge Of The Old Economy - I spent some time last night listening to an interesting hour long interview about the chlor-alkali industry (once again…...

Today's Thoughts: Steel Algoma Steel (ASTL) – Algoma announced this morning that their CEO is retiring and will be replaced by Michael Garcia who was previously at Alcoa and Gerdau Ameristeel. I’ve frankly been a little disappointed with Algoma’s management...