Here’s a blast from the past: PLM is raising capital in a stock offering, with rights to purchase for two weeks. PLM appears to be coming out ahead on litigation and the offering is backstopped by Glencore. PLM’s joint venture with Teck appears to be factored into current trading but it’s not clear how much […]
Microblogs
July 15, 2022
Shelter From the Storm?
Travis, fellow Stock Gumshoe followers: The real Stock Gumshoe portfolio is generally optimistic over the medium and long term. But what if we thought that the economy was entering a several-years long period of instability and downward pressure. Of course, the signals are conflicting. But interest rates are rising, inflation is soaring, domestic housing is […]
June 3, 2022
Liquor Stocks?
What does the stockgumshoe universe think of liquor stocks, e.g. Diageo (DEO), Brown Forman (BF.B), Constellation (STZ), MGPI (MGPI), and others? These can be more solid than most during times of economic distress or recession.
Recent Author Comments
Posted on August 16, 2023
Posted on August 16, 2023
It is hard to debate your arguments based on unprovable mostly-fantastic assertions. It is not clear - to me at least - if this is an existential war for Putin. He will survive this. It may be an existential fight for the Russian military as it is pres[...]
Posted on August 14, 2023
Possibly Useful Advice but the Timing is OFF!Simply put, if I were to gamble on the end of the war in Ukraine I would peg it on late next Spring (of 2024). Why? Because the Ukrainian offensive is a grind. Because Russia is willing to sacrifice more [...]
Posted on July 26, 2023
Lens? If you can call it that. . . The self-proclaimed climate expert quoted by Pajama News has a BA degree in politics and no other education or background in any scientific or research field.[...]
Posted on April 13, 2023
How about Sodium Ion technology? Relatively low cost of production and certainly far more abundant required raw materials and also reduced environmental risk. Energy density is OK but requires improvement (which is ongoing). The current real problem wi[...]
Posted on April 10, 2023
Nicely put, Doc. A very senior Indian army officer commented to me just a few years ago when I asked about India and the BRICS: "BRICS? Brazil is far away, South Africa is irrelevant, Russia is unreliable and China is the enemy."[...]
Posted on April 6, 2023
Should have mentioned I took some PBT puts (June $20) at .40.[...]
Posted on April 6, 2023
Not sure if oil prices will leap upward from here. If demand remains flat or trends downward in a recession environment then PBT's finances may indeed prove to be an albatross around that company's neck. Russia continues to vastly bypass both Western san[...]
Posted on March 18, 2023
Don't know why that topic came up. It's about PLM Polymet.[...]
Posted on December 19, 2022
I understand that you use BRICS as a placeholder for the unfree countries in general but it still implies a monolithic nature that just does not exist. I have spent some time in every one of the BRICS. A retired Indian flag officer told me what he though[...]
Posted on December 7, 2022
Lt Kije, that's an interesting choice for a nom-de-internet! Are you a fan of Russian music? Or of Soviet literature?About China and Taiwan, the fate of Taiwan's semi-conductor industries and investment decisions made on that basis, the PRC is not [...]
Posted on December 6, 2022
Hi Wombat: Perhaps I was too ironic but you utterly misunderstood my meaning. I am in nearly complete agreement with "Doc" Gumshoe. I am, however, amazed that you somehow managed to come to some conclusions about my investment strategy on the basis of z[...]
Posted on November 30, 2022
Hi "Doc," thanks for the update, but as mentioned previously, COVID19 is so contagious that your merely including the word in an article is enough to cause degradation in cognitive and reasoning faculties among some readers.By the way, would you consi[...]
Posted on November 16, 2022
Travis and Dutta: This is an useful, and very timely, discussion of crypto. Thank you.I'm curious to know what you think of The Graph (GRT) a coin that appears to be based on ostensibly useful application. Thanks![...]
Posted on November 16, 2022
alexho: I assume you meant to write Hong Kong and not Shanghai when you wrote about absorption by China. Circumstances in HK and Taiwan are vastly different. Just to cite two examples:HKers always identified themselves as Chinese while residents of [...]
Posted on November 11, 2022
If your analysis of HII is based on their Ingalls and Newport News shipbuilding then OK. They have a huge backlog and lock on much US warship construction, refit and major maintenance. But if the "Mission Tech" portion of the business is the basis for th[...]
Posted on October 14, 2022
Hey allgood: It's "Novocure." Their product, I think it's called Optune in the U.S., looks like science-fiction but it does appear to have useful effect on solid tumors (and not on all cancers as Mark states above). In the U.S. it is approved to trea[...]
Posted on October 6, 2022
Ahamed, the report of this highly negative side-effect of the mRNA vaccines appears in a reputable journal and is well documented. Yet this terrible side effect is so rare - less than 1/1,000,000 - that it does not approach whatever level of frequency i[...]
Posted on October 4, 2022
Generally speaking, the frequency of significant negative effects of a COVID infection itself on Parkinsons sufferers (and those with other significant neurological disorders) is far, far greater than the rare incidence of such negative effects associated [...]
Posted on August 25, 2022
Oh no!! Doc, you have done it again. You posted more about COVID19 as well as comments about vaccines and treatments!!!You must realize by now that COVID19 is so contagious it can be transmitted merely by reading the word on a screen! How else can w[...]
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Hi Doc: Thanks for the update on your views on Lyme Disease. I do not fear much but the strange primordial diseases borne by ticks really scare me.Many physicians seem to think that any number of symptoms are meaningless unless the patient actually s[...]