Apr 08, 2026 20:04 UTC · trade_alert · Substack
open long @ 37.96 — Bought for long-term portfolio
Apr 08, 2026 20:04 UTC · trade_alert · Substack
open long @ 34.21 — Bought SKM as part of a long-term portfolio for Anthropic exposure
Apr 06, 2026 04:03 UTC · research · Substack
No tickers
Apr 06, 2026 04:03 UTC · research · Substack
No tickers
Apr 03, 2026 02:03 UTC · research · Substack
No tickers
Apr 02, 2026 19:03 UTC · research · Substack
ATEX Resources is one of the most undervalued copper/gold explorers and presents a compelling buying opportunity.
Apr 01, 2026 18:03 UTC · research · Substack
No tickers
Apr 01, 2026 18:03 UTC · research · Substack
No tickers
Apr 01, 2026 14:03 UTC · research · Substack
Mar 30, 2026 02:03 UTC · research · Substack
No tickers
Mar 29, 2026 03:39 UTC · research · Substack
No tickers
The Mathematics of Brinkmanship: America, Iran, and the Strait of Hormuz There is a simple way to think about how long a war like this lasts. Picture it as a...
Mar 27, 2026 18:03 UTC · position_update · Substack
add long — Increased stake in long-term portfolio
Mar 27, 2026 18:03 UTC · research · Substack
Mar 26, 2026 23:05 UTC · research · Substack
No tickers
The Structural Case Against the AI Bubble Thesis A data-grounded rebuttal to the claim that hyperscaler infrastructure spending is irrational, debt-fueled, a...
Mar 25, 2026 23:04 UTC · position_update · Substack
add long — Increased position size from 1% to 2% of the portfolio
Mar 23, 2026 23:04 UTC · research · Substack
No tickers
Mar 23, 2026 23:04 UTC · position_update · Substack
add long — Increased stake in long-term portfolio
Mar 20, 2026 23:05 UTC · research · Substack
No tickers
Mar 20, 2026 23:05 UTC · research · Substack
No tickers
The global macroeconomic landscape is at a critical inflection point with structural tailwinds and geopolitical friction.
Mar 20, 2026 23:05 UTC · research · Substack
Believes it is a great buy at current levels