Two Bulls in a China Shop
When two agents of chaos go to war, the market doesn’t discriminate. That’s a problem — and an opportunity.
Uneducated Investor 💡
Plain-spoken insights from an ordinary guy just trying to figure out markets. No fancy finance degrees here. Expect contrarian views and ideas. I mainly write about Uranium, Coal, and Oil.
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Latest posts
The World’s Most Expensive Parking Lot
Why Venezuela’s massive oil reserves are actually a $100 billion capital trap wrapped in geopolitical chaos—and why the viral ‘$18 trillion windfall’ narrative completely misunderstands oil economics.
Stocks Always Win (Don’t They?)
Ask someone to prove that stocks beat gold, and they’ll inevitably pull up a long-term chart showing the S&P 500 crushing gold. Case closed, right?
Soaring Bitcoin, Hidden Leverage
The market is celebrating corporate treasuries embracing crypto. Are we witnessing the democratization of finance—or the final stage of a market cycle?
The Magnificent Few
If the broad economy is showing signs of struggles, how sustainable is this concentrated rally in tech stocks that depend on this same economy as customers?
The Great Capital Migration
Wall Street's most reliable pattern: How following the money and its impact on demand beats forecasting demand in a world obsessed with narratives.
Pipe Dreams
Energy investing can feel like a binary world — you’re either chasing commodity prices or buying stocks that live and die by them. But what if there’s another path that gives you the exposure without
Does DeepSeek mean NVIDIA is in DeepS**t?
As an avid AI enthusiast who has extensively used both DeepSeek and ChatGPT, I wanted to share my thoughts with my audience.
Oil Sands & the Loonie: A Double Negative Opportunity?
A weak Canadian dollar (the "loonie") and a struggling oil sands industry present a compelling case for contrarian investors. But is this a golden opportunity or a value trap? Let’s dive in.
Uncertainty & The Icarus Print
NVIDIA’s stock soared to new heights last week, only to reverse sharply. It's left me cautious if not bearish on the stock.