The Roots Of My Bibliomania
My poor Mother. I moved to Davis on Wednesday and sent her an additional 12 boxes of books to store at her home. That’s on top of the thousands of my books already there. My books are all over her…
My poor Mother. I moved to Davis on Wednesday and sent her an additional 12 boxes of books to store at her home. That’s on top of the thousands of my books already there. My books are all over her…
On Tuesday I previewed Newmont’s (NEM) 3Q earnings report saying that any selloff would be a buying opportunity. Well that selloff has arrived in a big way with NEM down more than 13%, dragging the Van Eck Gold Miners ETF…
It’s been an incredible year for precious metals investors. Gold bugs – much maligned – are finally seeing the moves they’ve long hoped for and expected with gold up nearly 40% over the last year. Obviously the gold miners –…
As we enter the 2nd full week of 3rd quarter earnings, one of my focuses will be the leading defense stocks – Lockheed Martin (LMT), RTX (RTX), General Dynamics (GD) and Northrop Grumman (NOC) – all of which report next…
In “Legendary Days: Adventures In San Diego”, I wrote about Cava (CAVA), a fast casual Mediteranean restaurant chain that I think could be the next Chipotle. In this blog, I want to introduce you to another great fast casual restaurant…
You’re not trying to beat the Yankees or the Red Sox or the Blue Jays. You’re trying to beat the game of baseball through execution – Major League Baseball Manager Joe Madden, quoted in Matt Fitzgerald The Comeback Quotient and…
After fending off the depression from having my right wrist put in a cast last Thursday morning due to damage to my TFCC tendon that I injured lifting weights, I have returned to my nefarious ways. After placing 14th out…
I’m a big believer in the idea that poker is a microcosm of life. That is, the situations and challenges you face in poker – as in sports – share the same features as the situations and challenges you face…
Costco (COST) is a truly great company. Shoppers love it because of the great value it provides and investors love it as well because of its consistently excellent financial performance. There is no question about the quality of the company….
Chip maker Micron (MU) was one of the best performing semiconductor stocks heading into its June earnings report – up 118% over the previous 12 months, trailing only NVDA among stocks in the Philadelphia Semiconductor Index over the period. Since…