Carl Icahn, marine shipping, and resources.
Catching up with commodities
Lots to be bullish about as we start 2023

December 2022

Non-US stocks, with a spotlight on emerging markets
Hard to be bearish
Major market forces and the recent countertrend move

November 2022

Banks, Pharma, Railroads, and more.
Value, smaller-caps, real estate
A countertrend week, FTX fallout, inflationary regimes
Follow price and the smart money

October 2022

Sector leadership
A focus on oil, uranium, and materials