U.S. Equity Strategy: Small-Caps Testing Critical Resistance; Downgrading Communications
As bullish developments pile up, the weight-of-the-evidence continues to support our belief that we may be in the early stages of a broad-based...
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A Few Stock Picks Up 10-20% in Couple of Weeks…Why Alcoa ….
I really want to get to my Pacific Basin Shipping Ltd (2343 HK) Meeting Notes -- which I will in a few days. But I have more to say first. Dealing...
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The Case for Growth in Minor Bulks From EVs (Initial Study & Workbook in Bulk Shipping)
Forecast numbers on EV (and autonomous EV/auto) ridership are all over the map. But it is also clear that EV growth and demand for raw materials...
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Global Miners Are Breaking Out -- Buy
A wave of breakouts is visible throughout the global mining industry, where stocks are responding to long-term trend reversals in base metals,...
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The Macro Take: Get the Picks Out for Gold and Silver Miners
It's time to break out the analysis on gold and silver miners Some goldminers are trading well below P/B, with potential price moves of +4x just...
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