And yes, another buy (sort of) and Annual Review Part 6 (almost done!)

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 […]

Today’s article is a rerun of an article that first appeared for paying members of the site in the Friday File about two weeks ago. It has not been updated or revised, though both stocks mentioned are trading fairly close to where they were at the time this was first published. With IPO excitement again […]

With IPO excitement again hitting the market pretty hard over the last six months, including the crazy performance of Yandex and LInkedIn, and the increasing lust for a “someday” Facebook IPO, I thought today’s Friday File it might be a good time to take a look at this new teaser from Jon Markman. Markman’s newsletter […]