Latest from the Lens
World events. Market consequences. A good read.
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Buttered Bullets
Our ‘Social Unrest’ trade via Smith & Wesson (SWBI) is up 53.8% since our entry on 27 May and we expect more to come.…
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Portfolio Update
Two new positions have been added to The Impartial Lens Portfolio. We opened a long position in American Outdoor Brands Corporation (AOBC) on Wednesday…
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Bring out the Guns
The U.S. has the highest levels of gun ownership per capita rate in the world and due to recent events such as the Pandemic…
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The U.S. Debt
Tick tock goes the U.S. debt clock. Here’s 25,613,445,552,880 reasons to be fearful of further volatility in the markets: For a few more, go…
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Portfolio Update
“It is impossible to produce superior performance unless you do something different from the majority.” – John Templeton Portfolio Update: Performance from 11 October…
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Telemedicine Trend
Who wants to sit in a crowded waiting room at the local medical center with people coughing and sneezing around them? With the onset…
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GDXJ – VanEck Vectors Junior Gold Miners ETF
GDXJ tracks the performance of the most liquid junior companies in the global gold and silver mining industry. We are up 80% in less…
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And Another 988212848164 reasons to own Gold or Silver
“Truth, like gold, is to be obtained not by its growth, but by washing away from it all that is not gold.” -Leo Tolstoy…
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Portfolio Update
Portfolio Update: 11 October 2018 -Present +30.65% Vs SPY-S&P 500 Index +4% in same time frame. Investment Themes: Short S&P 500, Long Volatility, Meat…