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).
To the Point Dispatches
Bite-sized commentary and insights on current events, markets, investment ideas and economics.
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!
To the Point 08-01-22 COVID Narrative Flips, Kazakhstan Riot, SHOP Short Update
The mainstream media is flipping the COVID narrative. Kazakhstan riots and threatens uranium energy security. Shopify short paid off well.
To the Point 18-12-21 Hochschild, Bitcoin City, Omicron, Tech Short Update
Is Peru the next Venezuela? What is Bitcoin City? Omicron variant is just a tool for the government. Update on recent tech short.
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.
To the Point 19-06-21 China Nuclear Reactor Leak, Chinese Education Stocks
Should uranium investors panic about the reported Taishan 1 nuclear reactor leak? The CCP clamps down on Chinese education stocks.
To the Point 12-06-21 Global Tax, Peru, Meme Stocks
The US pushes western nations for a global tax. Investment opportunities from Peru’s election. Meme Stocks to the moon… again.