Further Reflections On Partridge
I can wait without having a twinge of impatience. I can see a setback without being shaken, knowing that it is only temporary. I have been short one hundred thousand shares and I have seen a big rally coming. I…
A Secular Bull Market In Commodity Stocks
I want you to pay special attention to this blog because it can make you a lot of money. Here’s the thing: there was a secular bull market in technology stocks from 2009 through 2021 that investors made a lot…
SCHN For The Present, TLRY For The Future
There’s not a lot on the earnings calendar for the week of April 4 through April 8 but there are two stocks that are interesting to me. Steel recycler Schnitzer (SCHN) and marijuana company Tilray (TLRY) both report Wednesday morning…
CLF Earnings Show Commodity Stocks Are The Best Value In The Market
Steel manufacturer Cleveland Cliffs (CLF) reported 4Q21 earnings before the open Friday. Despite a less than stellar report, it shows that commodity stocks are the best value in the market. CLF sold 19% less tons of steel compared to 3Q21…