The south-west is experiencing extreme droughts and suffering from water shortages. Vidler Water is a hedge against shrinking water levels.
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Merger Arbitrage as a Safe Haven
Does it make sense to do merger arbitrage when the market is turbulent? Warren Buffett's purchase of Activision Blizzard indicates so.
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State of the Market: Inflation & Yield Desperation
Inflation has run hot for most of 2021. But it appears the state of the market is about to change, at least temporarily.
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To the Point 29-01-22 Tech Short Update – Time to Take a Break for Now
With Apple reporting killer earnings and options implied volatility high, it's time we take a break from shorting the tech stocks (for now).
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To the Point 22-01-22 Bigs Start to Crash, Tech Short Update AAPL
Large-cap stocks begin to crash in the quickest downturn since March 2020. Our tech short is paying off well!
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To the Point 28-08-21 Chinese Education, Afghan War, Tether Fraud, Ether Rock
Tether - the biggest fraud ever? Chinese private education banned by CCP. Afghan war comes to an end. Someone pays $1.3M for Ether Rock.
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