Archive - Macro Ops Research

2025 Portfolio Update: Part 2

We cover Precious Metals, Intermap (IMP), ClearPoint Neuro (CLPT), and two miners (APM and FEX)

Jan 31 •

2025 Portfolio Update (Part 1)

Oil, War Hedge, & Our Favorite Miners (NICU and IDR)

Jan 22 •

Send 'Em Higher...

Why it's time to be long and buying

Jan 22 •

Dirty Dozen: Buy 'em...

The evidence has tipped for the bulls. It's time to be loading up.

Jan 21 •

Dirty Dozen: A Technical Inflection Point

12 charts on the market to triangulate towards truth, every Monday morning

Jan 13 •

February 2024

Tin Industry Primer: Part 1

A Pareto Approach to Industry Analysis

Feb 6, 2024 •

April 2023

March 2023

Why Dying Industries Can Make Great Investments

Supply-side dynamics turn dying industries into rich, fertile grounds for profitable investments.

Mar 8, 2023 •

January 2023

My Favorite Bruce Greenwald Learning Resources

A collection of my favorite PDFs, podcasts, YouTube lectures, and more from Value Investing OG Bruce Greenwald

Jan 30, 2023 •

What I Learned From Michael Burry's Value Investor Club Write-ups

Reverse engineering Burry's VIC write-ups to learn how he dissects stocks.

Jan 27, 2023 •

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