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The Setup July 13, 2025
A systematic weekly briefing on market regimes, asset class positioning, and key trends to watch each week.
9 hrs ago
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Macro Ops
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The Setup July 13, 2025
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Gold Is Correcting In Time, Not Space
I’m going to try something new over the next few weeks.
12 hrs ago
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Macro Ops
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Gold Is Correcting In Time, Not Space
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January 2025
2025 Portfolio Update: Part 2
We cover Precious Metals, Intermap (IMP), ClearPoint Neuro (CLPT), and two miners (APM and FEX)
Jan 31
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2025 Portfolio Update: Part 2
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2025 Portfolio Update (Part 1)
Oil, War Hedge, & Our Favorite Miners (NICU and IDR)
Jan 22
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2025 Portfolio Update (Part 1)
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Send 'Em Higher...
Why it's time to be long and buying
Jan 22
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Send 'Em Higher...
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Dirty Dozen: Buy 'em...
The evidence has tipped for the bulls. It's time to be loading up.
Jan 21
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Macro Ops
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Dirty Dozen: Buy 'em...
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Dirty Dozen: A Technical Inflection Point
12 charts on the market to triangulate towards truth, every Monday morning
Jan 13
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Dirty Dozen: A Technical Inflection Point
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February 2024
Tin Industry Primer: Part 1
A Pareto Approach to Industry Analysis
Feb 6, 2024
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Tin Industry Primer: Part 1
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April 2023
Lessons From 24 Years Of Operating: Bowl America, Inc. (BWL.A)
The story of how one man found something, and took it very seriously.
Apr 17, 2023
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Macro Ops
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Lessons From 24 Years Of Operating: Bowl America, Inc. (BWL.A)
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Macro Ops 2022 Portfolio Review
Reviewing Our 2022 Portfolio Returns: The Good, Bad, and Ugly
Apr 15, 2023
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Macro Ops
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Macro Ops 2022 Portfolio Review
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Five Below (FIVE): May 2022 Thesis
I wrote about FIVE for our Collective Members in May 2022. It's now a year old and I thought I'd release it to the public. I hope you enjoy!
Apr 10, 2023
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Macro Ops
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Five Below (FIVE): May 2022 Thesis
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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
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Why Dying Industries Can Make Great Investments
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