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Gold, Booz (BAH)
Gold takes the lead, baggies become stuck, yield spreads spread apart, food and a blurb about Booz’s business
Apr 21
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Bruno
6
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Gold, Booz (BAH)
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Market Notes, Adding IXS, Selling GLCC
Great gains in gold today, and in DeFi someday
Apr 14
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Bruno
5
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Market Notes, Adding IXS, Selling GLCC
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2
Closing 2nd TZA
Hedging less and managing expectations
Apr 9
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Bruno
6
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Closing 2nd TZA
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Closing 1 of 2 TZA
Trimming hedges
Apr 4
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Bruno
3
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Closing 1 of 2 TZA
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2
March 2025
Chevron (CVX) Special Situation
Oil, Fusion and more
Mar 31
•
Bruno
4
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Chevron (CVX) Special Situation
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Selling CPER and 1 of 2 GLCC
Booking gains on copper and gold
Mar 31
•
Bruno
5
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Selling CPER and 1 of 2 GLCC
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Tidewater (and Exxon) - You Do Not Own Enough
Tidewater, Exxon
Mar 20
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Bruno
4
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Tidewater (and Exxon) - You Do Not Own Enough
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REMX - Special Situation, and Sitka Gold
It’s finally time for rare earths, and it’s always time for gold
Mar 6
•
Bruno
5
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REMX - Special Situation, and Sitka Gold
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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
•
Bruno
3
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Booking BOIL. Adding DeFi & DeSci. Updating Uranium, Food, Copper and Gold
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3
September 2024
Food Commodities - One And Done #12
CORN, WEAT, DBA
Sep 12, 2024
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Bruno
5
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Food Commodities - One And Done #12
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Adding Uranium
Sprott Physical Uranium Trust (SRUUF), Japanese yen, rates reverting, consumers collapsing, bullish: oil, platinum & palladium
Sep 12, 2024
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Bruno
4
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Adding Uranium
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August 2024
Buying Back BOIL - Natural Gas
Gold, yen, and nothing new under the sun
Aug 20, 2024
•
Bruno
6
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Buying Back BOIL - Natural Gas
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