The talk of the town in the oil market is spare capacity. OPEC+ spare capacity.
When OPEC+ met in September they surprised the market by deciding to continue to increase production. OPEC+ plans another boost of 137,000 barrels a day in October. This is on top of the unwind of...
The Massive, Simple, Scalable Gold Play You’ve Never Heard Of—Yet
Unique ideas are rare in mining/mineral exploration. But Canary Gold (BRAZ-CSE/CNYGF-OTC) has one of the best I’ve heard in a long time.
This idea occurs in Brazil, near the Bolivian border, just as the foothills of the steep Andes meet the...
In the US in 2024, Covid vaccine uptake was 23% among adults and 14% among children. That works out to 70-80 million people that received a Covid vaccine...YEARS after the pandemic.
INVIVYD (IVVD-NASD) is in Phase 3 trial for a new drug that would be a vaccine ALTERNATIVE--which in this...
Byrna Technologies (BYRN – NASDAQ) is a good lesson in why it’s not a good idea to focus on how much a stock is up.
When we first wrote up Byrna in the fall of 2023, the stock was already up over 100% - from $2 to $4 - in...
I have a very out of consensus opinion. I think that at some point in the next couple of months, the market is going to catch on that the US housing industry is bottoming and housing stocks are going to take off.
I know, there are lots of reasons to...
The junior tech market is getting serious love from investors--finally! Positive cash flow among Canadian small caps meant nothing for years until about early 2024--and then a wave of companies--who were executing really well--started to move.
The stocks of BeWhere (BEW), Blackline Safety (BLN) and others have done very well...
It's rare to find a company--in any sector--with a combination of high quality management who own a lot of stock and execute SO WELL on a business model---as well as PHX Energy Services does.
I bought this stock for both my newsletter portfolios--InvestingWhisperer and the Oil and Gas Investments Bulletin.
They...
Most of the stocks I writ about are sub $100 million market capitalization, because this is where the market is most inefficient. You can find deals; value that is not 100% recognized in the stock price.
But you don’t always have to bottom fish in the smallest names to find...