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Your April Report
Wednesday, March 27th, 2024 Chiswick, West London Yesterday came news that a tiny gold mining company in Peru called Nilam Resources, with a market cap…
Mar 27
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Tom Dyson
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Your April Report
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February 2024
Your March Report
In last week’s update, we wondered if the Nvidia Bubble had peaked: “Perhaps yesterday marked the top, when Nvidia shares traded at $746 briefly before…
Feb 21
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Tom Dyson
130
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Your March Report
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January 2024
Your February Report
The big picture is simple. The world’s savers aren’t going to finance the U.S. government’s gargantuan spending addiction for much longer. We’re quickly…
Jan 24
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Tom Dyson
127
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Your February Report
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December 2023
Your January Report
January 2024, Vol. 3 Issue 1. Cafayate, Calchaqui Valley This week brings news that the U.S. is assembling a Red Sea Navy force to protect shipping in…
Dec 20, 2023
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Tom Dyson
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Your January Report
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November 2023
Your December Report
We’ve made this point a few times recently in these monthly reports: If the most aggressive rate hiking campaign in history – 5.25% in 20 months …
Nov 22, 2023
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Tom Dyson
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Your December Report
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October 2023
Your November Report
Could a bunch of ‘$*@^#!%’ bond traders could end Bidenomics and save America? By Dan Denning Imagine a time when the government couldn’t waste more…
Oct 25, 2023
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Dan Denning
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Your November Report
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September 2023
Your October Report
There's a big wave breaking in stock markets. And we have a chance to catch a ride on two more tanker plays.
Sep 27, 2023
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Tom Dyson
120
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Your October Report
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August 2023
Your September Report
The market might be sleeping on this one… SFL Corp. is an equipment leasing business. SFL owns 14 tankers, 15 dry bulk vessels, 36 boxships, 2 oil rigs…
Aug 23, 2023
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Tom Dyson
144
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Your September Report
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July 2023
Your August Report
Wednesday, July 26th, 2023 Chiswick, London I’m introducing a new stock this month. But I’m not adding it to our Official List today. It needs to fall…
Jul 26, 2023
113
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Your August Report
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June 2023
Your July Report
The recent releases from the Strategic Petroleum Reserve are emergency liquidity injections. And energy prices are the real interest rate we need to use…
Jun 28, 2023
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Tom Dyson
134
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Your July Report
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May 2023
Your May/June Report
As it becomes increasingly obvious that the Treasury is entering a debtor’s spiral, investors will stampede into cash and gold, causing the yield curve…
May 24, 2023
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Tom Dyson
113
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Your May/June Report
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April 2023
Your April Report
If you're midway on a journey, you know where you started from, you know where you're headed, and pretty much everything is happening as you expected…
Apr 26, 2023
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Tom Dyson
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Your April Report
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