The Occasional Speculator

The Occasional Speculator

Share this post

The Occasional Speculator
The Occasional Speculator
THE SPECULATOR’S WEEKEND

THE SPECULATOR’S WEEKEND

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

The Occasional Speculator's avatar
The Occasional Speculator
Jun 12, 2023
∙ Paid
1

Share this post

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

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…

Keep reading with a 7-day free trial

Subscribe to The Occasional Speculator to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 The Occasional Speculator
Publisher Terms
Substack
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share