Thinking the easy/big money in the long gold short dollar trade has been made. Here are some other opinons
Thinking the easy/big money in the long gold short dollar trade has been made. Here are some other opinons
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Subs: Another Busy Earning Week
Four holdings are reporting this week. Here is what we are looking for…
We have been commenting for a while on the improvement at Sears.com. It seems other folks are figuring it out also…
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Subs: A Chapter 11 Court Update
Some interesting developments…..
Never heard/read too much about Wynn before but after listening to this, I really like him. Great line, “Everything you need to know about business can be learned from the Three Little Pigs”. Please watch this.
Never heard/read too much about Wynn before but after listening to this, I really like him. Great line, “Everything you need to know about business can be learned from the Three Little Pigs”. Please watch this.
This is a good interview from Aaron Task (@atask).
This is a good interview from Aaron Task (@atask).
Here is the Q&A with Bill Ackman..
Here is the Q&A with Bill Ackman..
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Subs: Adding to a Position
The ignored earnings call yesterday presents us a huge opportunity IMO.
From the man who at the end of March emailed me and said “I am all in” ……..what a call.
From the man who at the end of March emailed me and said “I am all in” ……..what a call.
We have referenced this chart in the past and it bear looking at again. It is from Dow Chemical’s (DOW) earnings presentation today