jerryJan 243 minDue DilligenceA precursor to a Transocean ($RIG) write up - Part 1Let’s talk about oil before we talk about $RIG as without an outlook on the commodity itself, then our analysis will be largely useless.
jerryJan 244 minPersonal StoriesAn Introduction of SortsLet me begin by saying this isn’t some blog that consists of deep dives on high quality businesses that I want to hold forever.
bakalhauDec 15, 20227 minUnderstanding the current economic cycle and what the FED is doingHello! Today I want to talk about the current economic cycle we're in. It's very much, in my view at least, an economic cycle still well...