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UPDATE ON RIG AND PUMP
The oil service industry -both onshore (PUMP) and offshore (RIG)- is a key sector that we are heavily invested in as it fits our main speculative tactic…
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The Occasional Speculator
“98, 96- WE DON’T CARE; SEND US THE MONEY!”
Don’t Forget Velocity
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The Occasional Speculator
Warren Buffett, et. al. = Higher Interest Rates
We bow to the Sage of Omaha via this swift post from us on the fast developing US financial crisis impact on (talking our game) higher interest rates…
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The Occasional Speculator
THE FACTS WE BUILD OUR PORTFOLIO AROUND
Why have we structured our portfolio the way we have? We have done so in order to benefit from continued high inflation in the US. We anticipate…
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The Occasional Speculator
April 2023
HIGHER INTEREST RATES COMING
...and a note on the FED's Gold Positiion
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The Occasional Speculator
SHORT THE 30 YEAR T-BOND
Today’s report of the lower CPI (@ 5%) was initially greeted by buying in Treasuries across the board. However at a time when later in today’s session…
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The Occasional Speculator
How to Play the Decline in the Dollar...
FLASH: Introducing Guanajuato Silver
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The Occasional Speculator
March 2023
PUMPING PUMP
I recommend buying @ $7.40 ProPetro Holding Corp. (PUMP). Here are my reasons: Like RIG- which I continue to recommend- both oil service companies are…
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The Occasional Speculator
Interest Rates Going up Cause it Ain’t 1945
Post World War II, we have had to deal with three episodes of high inflation: EPISODE NUMBER ONE: In 1945 World War II ended. Many people felt interest…
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The Occasional Speculator
What Powell Can Learn (hopefully) from Bagehot
-and how I am playing interest rates in the hope that he does
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The Occasional Speculator
I Bow to Stockman
David Stockman’s ContraCorner I find most valuable about the current super volatile financial outlook particularly regarding interest rates and…
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The Occasional Speculator
Silicon Valley Bank Collapse = Buy Eurodollar Puts
The collapse of Silicon Valley Bank triggered not higher interest rates and lower stock market but instead lower interest rates and higher stock market…
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The Occasional Speculator
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