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Recent Posts

Who Benefits From the Pending Redistribution of 2.2 million P/A Tourists to Cuba. Implications for Grupo Aeroportuario Del Sureste (ASR-NYSE, $373.51) and Grupo Aeroportuario Del Pacifico (PAC-NYSE, $283.53).
The Rationale for a Merger of Aris Mining (ARMN-$19.28, NYSE) and Collective Mining (CNL-$15.90, NYSE). A potential million+ oz, high grade, AU producer at mid-cap valuation?
Gnostic Global Portfolio NAV of $1,574.46 per share, a Return of 41.1% for 2025.
James Anderson, Superstar Manager of Scottish Mortgage Investment Trust, To Retire from Public Direct Money Management.
Palantir Technologies Inc. (PLTR-$9.08, NYSE): A Mercenary Anti-Hero for the 21st Century.