Articles

The State of the Sky – Airline Stocks are Cheap and Deleveraging

22 February 2023

The State of the Sky – Airline Stocks are Cheap and Deleveraging

Everything is going up in the airline business. And it is more than just the planes. Demand...

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The Dash – For – Trash

08 February 2023

The Dash – For – Trash

The stock market had a big rally in January as (once again) the idea of peak...

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Not All Solar Stocks Have Sunny Charts

01 February 2023

Not All Solar Stocks Have Sunny Charts

My deep dive into solar has been a good news story.   I am finding companies growing...

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COPPER PRODUCERS – THE GOOD AND BAD UPDATE

21 January 2023

COPPER PRODUCERS – THE GOOD AND BAD UPDATE

Late last summer we published two blogs outlining the case for copper and copper stocks (here,...

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Is THERE A 10-BAGGER IN THE SUB-PRIME CARNAGE?

14 January 2023

Is THERE A 10-BAGGER IN THE SUB-PRIME CARNAGE?

NASDAQ is down 33% from its peak in Q3 2021—but one of the worst sectors has...

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