Monthly Archives: August 2022

New month. Seems like the Fed is hell bent on forcing a recession Jobs Jobs Jobs. Not sure it matters. Markets are still channeling negative Fed. Board is open.

So TMC, an ocean floor mining co. which potentially has unknown and catastrophic environmental issues, was up 33% yesterday. I’m guessing that this company has performed absolutely no environmental due diligence on their process and common sensically wonder how much … Continue reading →

Well, YTRA finally reports tomorrow,, right? anyway, I’ve been misreporting this date for about 2 weeks so don’t hold your breath. Don’t hold your breath on the failed NASA Artemis launch either. That launch has been rescheduled for Friday. Board … Continue reading →

Well, looks like I beat the tar out of the US indexes. However, and unfortunately, still lost $$s. Down 26 bps for the week and now -3.14% for the year. I guess I should be happy? I did make some … Continue reading →

So, J Powell will most certainly determine the success or failure of the week or maybe even the month? Not sure I see a lot of upside today. Hold, Hold, Hold. I have a significant short position on DWAC maybe … Continue reading →

Not sure, but it looks like my kids and their spouses just had $60,000 of debt forgiven. Of course, guess who is paying that debt?? The student loan situation in the USA is, and has been for at least 30 … Continue reading →

Sorry late start. Board is open.

Darren’s travel fav YTRA reports this am and I have a full position so, very interested. Very, very heavy into energy. Need to take a closer look at my OIL and GAS in various capacities. Upstream, Midstream, Oil v Gas … Continue reading →

Just a very frustrating week. Down 2.24% and now back down close to 3% for the year. First, my restart of ARGO continued its crash last week by more than another 10%. As a result, I very quickly got stopped … Continue reading →

Despite some gyrations, I’ve had a decent July and August (thus far). Is it a ‘dead cat bounce”? Michael Burry of Big Short fame has sold virtually everything. The yield curve remains inverted. We have people chanting for a civil … Continue reading →