Archive - One And Done

Gold, Booz (BAH)

Gold takes the lead, baggies become stuck, yield spreads spread apart, food and a blurb about Booz’s business

Apr 21 •

Market Notes, Adding IXS, Selling GLCC

Great gains in gold today, and in DeFi someday

Apr 14 •

Closing 2nd TZA

Hedging less and managing expectations

Apr 9 •

Closing 1 of 2 TZA

Trimming hedges

Apr 4 •

March 2025

Chevron (CVX) Special Situation

Oil, Fusion and more

Mar 31 •

Selling CPER and 1 of 2 GLCC

Booking gains on copper and gold

Mar 31 •

Tidewater (and Exxon) - You Do Not Own Enough

Tidewater, Exxon

Mar 20 •

REMX - Special Situation, and Sitka Gold

It’s finally time for rare earths, and it’s always time for gold

Mar 6 •

February 2025

Booking BOIL. Adding DeFi & DeSci. Updating Uranium, Food, Copper and Gold

LTBR, BOIL, DBA, CORN, WEAT, CPER, IXS, BIO, Gold, KFR

Feb 14 •

September 2024

Food Commodities - One And Done #12

CORN, WEAT, DBA

Sep 12, 2024 •

Sprott Physical Uranium Trust (SRUUF), Japanese yen, rates reverting, consumers collapsing, bullish: oil, platinum & palladium

Sep 12, 2024 •

August 2024

Buying Back BOIL - Natural Gas

Gold, yen, and nothing new under the sun

Aug 20, 2024 •

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