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Ed Moya – Did We Hit Peak Positive US Economic Data And How Will This Effect The Peak Fed Funds Rate?

Ed Moya recaps the potential we’ve seen peak positive economic data, and how that may affect the outlook on economic growth, Fed policy, US general equities, bonds, and commodities.

Mon 27 Feb, 2023
11 comments

Jayant Bhandari – The Contrarian Investment Thesis In Coal Companies With Attractive Valuations

Jayant Bhandari focuses on the macro picture in thermal coal and metallurgical coal, as well as a few companies he feels offer a compelling value proposition.

Thu 23 Feb, 2023
8 comments

Erik Wetterling – Value Investing Versus Guessing At Reactions To Macro Noise

Erik Wetterling, The Hedgeless Horseman,  discusses value investing versus guessing reactions to macroeconomic noise.

Thu 4 Aug, 2022
6 comments

Joel Elconin – Thoughts On The Energy Sector, Inflation, Deflation, And A Rotation Back Into Growth

Joel Elconin discusses the energy sector, inflation, deflation, and a potential rotation starting back into growth stocks.

Tue 5 Jul, 2022
106 comments