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The Occasional Speculator
THE SPECULATOR’S WEEKEND
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THE SPECULATOR’S WEEKEND

Thoughts before the all-important CPI print and the upcoming June FOMC

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The Occasional Speculator
Jun 12, 2023
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The Occasional Speculator
The Occasional Speculator
THE SPECULATOR’S WEEKEND
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Here are the five positions that make up our recommended portfolio:

BUY the two oil service stocks- Transcocean (RIG) @ $6.24 and ProPetro (PUMP) @ $7.67.

BUY two major silver mining stocks- Pan American Silver (PAAS) @ $15.42 and Hecla Mining (HL) @ $5.34.

BUY one commodity- the SOFR June 2024 93.50 PUTS @ $113. 

All four equity positions are strong in cas…

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