Remember the good ol’ days, from, say, 2010 to 2018, when it was really, really unusual for a stock to move by more than 3-4% in a day? Man, I miss those days. It used to be that you could skim through a list of stocks, your eyes would be drawn by something that jumped […]
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This is the meat of earnings season for my holdings, so I’ve got a lot of fairly minor updates for you today in this one-day-early Friday File (OK, call it a Thursday File… sorry for the schedule change, but I’m traveling to Las Vegas, the Land of Good Choices, for a wedding this weekend, and […]
Two of our companies got some good news on Monday, Brown & Brown (BRO) and Match Group (MTCH) will be joining the S&P 500 index, along with Ceridian (CDAY), replacing Unum Group (UNUM), NOV (NOV) and Perrigo (PRGO), which will be bumped down to the MidCap 400 (I don’t own those other four, to be […]
The piece I wrote about Marin Katusa’s teased “carbon streaming” company a couple weeks ago got me to thinking about the ongoing opportunity in carbon emissions and carbon offsets as governments continue to push for emissions reduction, so I decided to add a little exposure to this to my Real Money Portfolio. Not Katusa’s specific […]
A bunch of readers have asked me about the latest Marin Katusa pitch about decarbonization and a new carbon-credit economy, so we’ll dig into that a little bit today. Marin Katusa has talked up carbon credits and taxes before, I recall… back when he was still Doug Casey’s mining newsletter guy, a decade ago, he […]
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Hi Travis, and Gumshoe community, regarding AKCCF, I noticed that my broker (TDA) charges a $15 Foreign Security Fee eve...
Thanks for the feedback, I always like to hear from people with more technical understanding. There is a lot of wor...
Aker CC’s liquid solvent absorption technology is old, energy-intensive, complex, and costly. Better potential alterna...