Every weekend, I dig into our insider activity tracker looking for the biggest conviction buys โ and this week checked all the boxes: Baker Bros, coal stocks, big software bets, and precious metals.
Energy has clearly been on a tear in recent weeks, bouncing from oversold conditions. The energy sector has not broken out and is still rangebound, so until that breakout takes place, we do have to lean on...
From the shores of New Zealand, the political landscape of the United States unfolds like a peculiar theater production. Not the usual drama of left versus right, we've all seen enough of that, but rather a new kind of spectacle that blurs the lines...
The coal industry is one of the most under-the-radar ponds to fish in.
Investors write it off because "clean energy" will displace the industry. While this is likely true, we think it will take far longer than most expect.
