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Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
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Amrize (AMRZ)
Rayonier (RYN)
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May 01, 2026
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Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
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Royal Gold (RGLD)
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Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
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Friday File
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Wednesday File: Another Nuclear Mania Story?
June 11, 2025
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Oklo (OKLO)
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Friday File: Q1 Earningspalooza
May 02, 2025
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IPO
SILVER
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teqnion
Berkshire Hathaway (BRK/B)
Amazon (AMZN)
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Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
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Triple Flag Precious Metals (TFPM/TO)
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Friday File: Toasting Gold until it Hertz?
April 18, 2025
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Trade Note: Stop Losses & Trade Victims
April 07, 2025
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Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
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Exor (EXO/AS EXXRF)
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Diageo (DEO)
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Friday File: Stop Losses and the Big Picture
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Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
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Brad Jacobs
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
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Friday File
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Friday File: Black Friday, Red “No’s”, Golden Opportunity?
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Friday File: Odds of Success?
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Friday File: Who’s Buying What?
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Friday File: Better and Cheaper?
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
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Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
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