Year End Letter: Top Gun Returns 38% in 2025
January 3, 2026 It takes a man a long time to learn all the lessons of all his mistakes – Jesse Livermore The test of a first rate intelligence is the ability to hold two opposing ideas in mind at…
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Play The Worldwide Food Shortage With DE
Farm equipment maker John Deere (DE) reported stellar earnings this morning and the stock is currently +5% in the premarket which would put it right around all time highs if it holds in the cash session. The earnings were superb….
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MOS Is A Juggernaut
Fertilizer producer Mosaic (MOS) reported 2Q22 earnings after the close Monday. While earnings missed estimates and the stock is -3% as a result, I couldn’t care less because they were phenomenal. Revenue increased 92% compared to a year ago and…
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Use The Correction To Play Agriculture With DE
Agricultural commodities (i.e. food) are increasing in price for the same reason that all commodities are: extraordinarily loose monetary policy for almost 15 years – and especially post-COVID. Obviously food is a necessity which means that as inflation squeezes consumers’…
