Navigating Markets: Long Refiners, Short Tech, and the Cannabis Conundrum
Copper’s Future: Balancing EV Demand, Low Inventories, and Chart-Driven Insights
Harvesting, Not Building: A Long-Term Strategy in the Shale Industry
Balancing Macro Bearishness and Idiosyncratic Bets: Lessons from a Frustrating Period
China’s Economic Struggles, Oil Dependence, and the Geopolitical Dilemma Around Taiwan
Happy Hour with Marc Faber on “Gold & Gloom Boom Doom”
