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2026

Fox News coverage of Israel-Iran war is AI and fake (proof)original ↗
30 Mar 2026

2024

CrowdStrike is worse than it appearsoriginal ↗
23 Jul 2024

2021

Monoclonal antibodies should become the best selling drug in the worldoriginal ↗
29 Nov 2021
COVID update: vaccine apartheid + the mRNA stocks are better than the shotsoriginal ↗
4 Nov 2021
Long COVID, which is sometimes caused by vaccines, can be effectively treatedoriginal ↗
12 Aug 2021
Vaccines don’t work as well in old people. Some will still die despite protection from vaccines.original ↗
20 Jul 2021
The Fraud Industry part 3: Money launderingoriginal ↗
10 Jul 2021
The Fraud Industry part 2: Reverse mergers are scams + shady transfer agentsoriginal ↗
10 Jul 2021
The Fraud Industry part 1: It takes a village to raise a fraudoriginal ↗
10 Jul 2021
Most of humanity will catch the coronavirus + surgical masks won’t helporiginal ↗
3 Jul 2021
Ivermectin will be huge in the fight against COVIDoriginal ↗
16 Jun 2021
Scientists expect the coronavirus to evolve more resistance against vaccinesoriginal ↗
3 Jun 2021
Historically, the best vaccines have taken years to eliminate the problemoriginal ↗
23 May 2021
There are signs that the coronavirus won’t be solved with vaccinesoriginal ↗
14 May 2021
The culture wars part 5: Understanding woke ideology and why it is so effective at spreadingoriginal ↗
28 Apr 2021
The culture wars part 4: The persecution of talent and profitsoriginal ↗
24 Mar 2021
The culture wars part 3: Understanding the backlash against masks, lockdowns, and vaccinesoriginal ↗
16 Jan 2021
The culture wars part 2: Cloud service providers are destroying their franchises (AMZN, TWLO, ZEN, GDDY, NET)original ↗
12 Jan 2021
The culture wars are going to explode (part 1)original ↗
10 Jan 2021

2020

Vaccines look promisingoriginal ↗
23 Nov 2020
Don’t bet on a coronavirus vaccine saving the economyoriginal ↗
24 Sept 2020
Woke culture is a pandemic that we need to talk aboutoriginal ↗
3 Aug 2020
The path out of this coronavirus messoriginal ↗
19 Jul 2020
Understanding Chinaoriginal ↗
24 Jun 2020
Hong Kong is dyingoriginal ↗
26 May 2020
TIKR: a lightweight, cost-effective financial data terminaloriginal ↗
17 May 2020
When life gives you lemons, make lemonadeoriginal ↗
16 May 2020
Excesses in the mortgage REIT and securitized lending spaceoriginal ↗
8 May 2020
Quality companies outperform by maybe 5% a yearoriginal ↗
4 May 2020
A coronavirus vaccine may not save usoriginal ↗
1 May 2020
Safe stocks to own in a coronapocalypseoriginal ↗
30 Apr 2020
Industries that will face the most bankruptcies in these crazy COVID-19 timesoriginal ↗
21 Apr 2020
The stock market is wrong about a magical COVID-19 recoveryoriginal ↗
19 Apr 2020
CF Industries | Stop worrying about coronavirus and embrace the shale boomoriginal ↗
12 Apr 2020
Monroe Capital (MRCC) – Borrowers can’t default on loans if you lend them even more moneyoriginal ↗
10 Apr 2020
The market doesn’t understand the COVID-19 pain that is comingoriginal ↗
7 Apr 2020
Large gatherings will take a while to recover from coronavirusoriginal ↗
2 Apr 2020
Most countries are ignoring aerosols, a significant route of COVID-19 infectionoriginal ↗
31 Mar 2020
Healthcare systems in developed countries have been surprisingly inept compared to Chinaoriginal ↗
29 Mar 2020
Most developed countries are shockingly unprepared for COVID-19original ↗
21 Mar 2020
Coronavirus is real, but so are the market opportunitiesoriginal ↗
19 Mar 2020
Gildan: a market leader in appareloriginal ↗
18 Mar 2020

2019

Fraser Perring may not be the only charlatanoriginal ↗
6 Nov 2019
Pretium Q3 2019 production results – management lowers guidanceoriginal ↗
1 Nov 2019
The legal system often doesn’t work the way you think it worksoriginal ↗
14 Jun 2019
Writing for finance: 10 tips from a mildly successful bloggeroriginal ↗
12 May 2019
The automatic brainoriginal ↗
12 Apr 2019
Pretium Q4 2018 update: management is crazy but the mine did generate a lot of cashoriginal ↗
16 Feb 2019
A grab bag of shorts (Jan 2019)original ↗
10 Jan 2019

2018

LSXMA is trading at a discountoriginal ↗
26 Dec 2018
AMD and the death of the crypto-mining GPUoriginal ↗
11 Dec 2018
A model portfolio of large cap stocksoriginal ↗
30 Oct 2018
Healthcare inflation is driven by bad medicineoriginal ↗
27 Oct 2018
Dollarama: why I’m ignoring the nepotism and related party transactionsoriginal ↗
19 Sept 2018
US healthcare is worse than a free market systemoriginal ↗
17 Sept 2018
The danger of our own beliefs and ideologiesoriginal ↗
15 Sept 2018
Pretium was mining ore at only 2520tpd in H2 2017 + Why Viceroy’s research is nonsenseoriginal ↗
8 Sept 2018
Viceroy’s research on Pretium is terribleoriginal ↗
6 Sept 2018
What I’ve learned about short sellingoriginal ↗
16 Aug 2018
Pretium Q2 2018 updateoriginal ↗
14 Aug 2018
When you shouldn’t trust mining analysts with professional trainingoriginal ↗
9 Aug 2018
Mineral exploration has been a disaster since 2000original ↗
9 Aug 2018
Psychiatry is mostly a scam… and why it has been good for drug manufacturersoriginal ↗
6 Aug 2018
Pretium Q2 2018 update: there are things that don’t add uporiginal ↗
11 Jul 2018
Wrestling and CEOs sabotaging their businessoriginal ↗
9 Jun 2018
Pretium part 4: Geological controls + Strathcona resignation letteroriginal ↗
9 Apr 2018
Pretium part 3: Guidance historyoriginal ↗
9 Apr 2018
Pretium part 1: Free cash flow analysisoriginal ↗
23 Mar 2018
Pretium part 2: Dr. Simon Dominy describes Brucejack’s geologyoriginal ↗
23 Mar 2018
The AMD bear raid from Viceroy + CTS-Labs + YLZ, volume Voriginal ↗
21 Mar 2018
CTS Labs is a lie (The AMD bear raid from Viceroy + CTS-Labs + NineWells, volume IV)original ↗
18 Mar 2018
The AMD bear raid from Viceroy + CTS-Labs + NineWells, volume IIIoriginal ↗
15 Mar 2018
The AMD bear raid from Viceroy + CTS-Labs + NineWells, volume IIoriginal ↗
14 Mar 2018
The bear raid from Viceroy Research + CTS-Labs, and the NineWells Capital Management connectionoriginal ↗
13 Mar 2018
Please don’t fall for the Viceroy Research / CTS Labs bear raid on AMDoriginal ↗
13 Mar 2018
Uh… Pretium’s reported numbers should be impossible according to the metallurgical testing and the CEOoriginal ↗
12 Mar 2018
Pretium Q4: good job on the clever accountingoriginal ↗
9 Mar 2018
A look ahead at Pretium’s Q4 earningsoriginal ↗
8 Mar 2018
Bitcoin explained in plain Englishoriginal ↗
7 Mar 2018
Canadians: KFI sauces (Kataria Foods Inc.) makes unsafe foodoriginal ↗
6 Mar 2018
Coinbase is a hot mess (plus MongoDB, Bank of Nova Scotia, MCB, and others)original ↗
28 Feb 2018
Blockchain is a useless technologyoriginal ↗
20 Feb 2018
Betting against the cryptocurrency bubble via AMDoriginal ↗
9 Feb 2018
US health insurersoriginal ↗
7 Feb 2018
Some ways to short Bitcoinoriginal ↗
2 Feb 2018
Pretium could disclose what happened to their VP Operationsoriginal ↗
5 Jan 2018
CNIT’s market cap jumped to $81Moriginal ↗
5 Jan 2018

2017

RH has some weird loansoriginal ↗
20 Dec 2017
Defense contractors- a world full of politics, corruption, and incompetenceoriginal ↗
8 Dec 2017
The China hustle lives onoriginal ↗
18 Nov 2017
Equifax: a quick accounting note on capitalizing expensesoriginal ↗
15 Nov 2017
Pretium: the feasibility study is not playing outoriginal ↗
27 Sept 2017
Pretium: the additional underground exploration program management doesn’t like talking aboutoriginal ↗
25 Sept 2017
Callidus Capital (CBL.TO) – Why is the borrow expensive?original ↗
21 Sept 2017
Thoughts on mining (2017 edition)original ↗
8 Sept 2017
Pretium update: disappointing gradesoriginal ↗
14 Aug 2017
How to track changes in a webpageoriginal ↗
18 Jun 2017
Some quick notes on Home Capitaloriginal ↗
17 Jun 2017
Trex: marketing hype and unproven technologyoriginal ↗
11 May 2017
A China XD Plastics follow-uporiginal ↗
24 Apr 2017
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