Telemedicine Trend
Ronan
May 19, 2020
Who wants to sit in a crowded waiting room at the local medical center with people coughing and sneezing around them? With the onset of
The Impartial Lens
"If I have seen further, it is by standing upon the shoulders of giants"
Sir Isaac Newton
Posts
GDXJ – VanEck Vectors Junior Gold Miners ETF
Ronan
May 18, 2020
GDXJ tracks the performance of the most liquid junior companies in the global gold and silver mining industry. We are up 80% in less than
And Another 988212848164 reasons to own Gold or Silver
Michael Lynch
May 15, 2020
“Truth, like gold, is to be obtained not by its growth, but by washing away from it all that is not gold.” -Leo Tolstoy Since
Portfolio Update
Michael Lynch
May 13, 2020
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 Shortage,
Knocking on Reality’s Door
Ronan
May 10, 2020
We can see from the 6 month chart of the iShares Core S&P 500 ETF (IVV) above that the beginning of this recent market rally
Enter Stage Anger
Michael Lynch & Ronan Morley
May 6, 2020
‘Sooner or later everyone sits down to a banquet of consequences’ – Robert Louis Stevenson Exit stage denial & enter stage anger. We are exiting
Portfolio Update
Ronan
May 4, 2020
We have added a short on the S&P 500 -IVY, gone long volatility again, and added some Cows.
The Cowspiracy Theory
Ronan
May 3, 2020
We invested in a new theme in our portfolio last week by going long ‘meat shortage’. Is this just another cowspiracy theory? We think not.