Here’s my soothsaying bit for this week, which you should feel free to ignore — like everyone else who’s predicting the future, I’m probably going to be wrong. I don’t think, even now, that we’re pricing in even the bad news that is already almost certain this year… or if we are, we’re pricing in […]

Gold had its worst day yesterday since 2016, so that was a little shock to the system — mostly, I think, because the latest leaks and Tweets about the China trade dispute were relatively optimistic, with meetings scheduled for next month. It’s hard to imagine we’re going to have a “real” trade deal before the […]

A few transactions in the Real Money Portfolio, plus check-ins on Berkshire, Square, Kweichow Moutai, Markel, Apple, Kennedy-Wilson, Greenlight Capital, my China speculations, and more...

Updates from the Real Money Portfolio and watchlist, including thoughts on CTEQF, BOMN, SQ, JD, AXS and OKTA

I like David Einhorn, though I don’t know him (at least as far as I know, he was a year or two ahead of me in school, at the same University and in the same major, so perhaps we shared a beer or a study session at some point), but someone has to remind him […]

Checking in on some big picture themes, and a few stop losses and one buy this week.

Mizrahi says "This 'Next Berkshire Hathaway' Company Has Grown at a Rate of 21.1% Per Year — And it Could Help Make You a Fortune"

Looking At Oxford Resource Explorer's pitch for a mid-December major event, plus some Friday File updates

Looking at a Bill Patalon teaser about Trump, plus some thoughts about gold and "protection"

Allowing my stubborn hold to be overcome by a dastardly quarter

Weekly note for the Irregulars -- mostly about my personal portfolio this time, plus a new watchlist stock.

My First Tradestops Alerts Trigger in time for the Friday File -- Four Sells and some updates

Solving a biotech teaser, plus looks at GLRE, TPRE, MKL, MPW and Pershing Square for the Friday File

A biotech tease and some updates for the Friday File

Ferris says, "If I had to pick one stock to put all my money in - this would be it." Plus a smorgasbord of blather for the Friday File

Checking out a beaten down conglomerate, plus a couple personal buys

What five stocks is Chris Mayer putting in his "Coffee Can" portfolio to buy and hold?

Checking out Nicholas Vardy's teaser for a "Secret Revenue Stream" company

Checking out the "pipeline inspector" high yield energy stock for the Friday File, plus updates on some companies in my portfolio.

Taking a quick look and updating my thoughts on (almost) every stock in the "Gumshoe Universe"

More Blatheration for the Irregulars in this week's Friday File

Friday File solution to a FDA Trader teaser, plus updates and thoughts on MKL, GLRE, TPRE, LRE.L, CRTO, and others.

Looking at some ways to piggyback on excellent investors -- and a new personal investment

This is just a quick note to let you know of a personal buy in my portfolio — as shares of Third Point Reinsurance (TPRE) dipped today below $14.30 they triggered an incremental buy in my account, so I increased my holdings in TPRE by about 20% today. That doesn’t mean TPRE will go up […]

Sniffing out the solution to the "RED BULLETIN" teaser from Wall Street Daily's Publisher Series

This week there’s been quite a bit of news in stocks that I follow fairly closely or own or have featured in the past as “Idea of the Month” candidates for the irregulars, so I do have a bit of a teaser campaign to talk to you about (that’s the Casey bit), but I’m going […]

Sleuthifying a Fool pitch for the Friday File, plus some updates on companies I own and follow

Checking in on all the picks in our Speculations spreadsheet

What's the Crow's Nest pick?

Friday File look at favorite insurers, updates on royalty companies, and thoughts on some recent quarterly results from our Universe.

Adding to a large sector bet for our latest Idea of the Month

Brief update on a personal stock purchase

Updates on Markel, Greenlight Re, Ligand Pharmaceuticals and a few others

Friday File thoughts on some of our recent "Idea of the Month" picks -- what to buy now?

I try to share my opinions with readers like you in a variety of different ways, from my notes on each teaser stock I cover to my more thorough looks at “idea of the month” picks or stocks that I buy personally … but investing is a very quantifiable thing, so even though my investment […]

A Hodgepodge of thoughts and updates for the Friday File

Friday File look at a Kent Moors teaser about Australia's Arckaringa Basin ... and updates on a few faves

Markel released their earnings last night, and they were, well, typical very good Markel earnings — they actually had an above average year in some ways, with good underwriting and not much catastrophe loss and good increases in sales (written premiums). And now, after crashing to about 1.05X book value after announcing the Alterra acquisition, […]

Friday File thoughts about Apple, Agrium, Greenlight and some Frontier Market Investments

I just added to my position in Greenlight Capital Re (GLRE), and have additional orders in to buy a bit more if it drops … and I have a suspicion that it might indeed drop over the next few weeks. Greenlight is one of my favorite stocks to play on a theme that I think […]

Sniffing out Roger Conrad's solutions to the "Triple threat" of a looming "crash in bonds, a sell-off in stocks and a blowup in inflation"

Picking out the favorites from the Stock Gumshoe Universe for 2013 outperformance

Friday File look at a Idea of the Month pick that dropped this week, and at Porter Stansberry's new options income "Alpha" strategy

Friday File look at Tom Dyson's tease that we can profit from "the most successful investor operating on Wall Street today"

I just added to my holdings in Greenlight RE (GLRE), which was featured as our Idea of the Month recently. Why? Mostly because the stock is a little cheaper, and other insurers are starting to indicate that they’re hurting when it comes to their investment returns — the most recent warning was from a different […]

There’s been a lot going on among the stocks that I own and those that I’ve written a lot about for you over the years, so I have a bit of updating to share when it comes to my thoughts … first, some thoughts on two large personal holdings that I’ve never suggested in the […]

This won’t shock you, probably, but I bought into the stock of a reinsurance company last week and, after reading up on the company some more and spending time with their filings and reports, I’m going to suggest that you take a look at this one as well. And it doesn’t hurt that, thanks to […]

Friday file Thoughts on two new personal buys and some insurance company valuations