Nice write-up. It's really just Economic tail risk, pending USD weakness - Been buying futures since Dec to hedge FX risk here in South Africa.
Article Comments
What's Fueling Gold's Record-Breaking Prices? | | 1 | 12 hours ago |
Is inflation dead? By Lane Clark of TPP.
Investment Ideas
| | 0 | 21 hours ago |
What about you think price
Investment Ideas
NAS:PDD | | 3 | 3 days ago |
Ping An Insurance (Group) Co. of China Ltd
Investment Ideas
PIAIF | | 8 | 3 days ago |
Opened a position today.
Investment Ideas
GFGF | | 1 | Sep 9, 2024 |
The stagnation in Lululemon's US sales should be alarming to all investors. One can only conclude that after 6 years at the helm, Calvin McDonald's vi
Investment Ideas
LULU | | 0 | Sep 9, 2024 |
This is so good. Prior to GuruFocus I could not find this data, especially in this cohesive form.
General Discussions
Sector & Industry Performance | | 0 | Sep 9, 2024 |
This was Amendment Number 1 filed via sec
Investment Ideas
NYSE:GOLD | | 0 | Sep 9, 2024 |
I now feel as if I have enough insight to answer my own question below, and I thought I'd share my thoughts.
I believe the market is Leary on the comp
Investment Ideas
ULTA | | 10 | Sep 8, 2024 |
as global economies slow, for the next year, coal position will lag S&P 500 in my opinion.
General Discussions
Mohnish Pabrai | | 0 | Sep 8, 2024 |
A shocking week for global equities. By Lane Clark of TPP.
Investment Ideas
| | 0 | Sep 8, 2024 |
This is a topnotch interview and article, imo, Ms. Gatewood!Very helpful to me, as it provides some insights I was not aware of in a couple of stocks
Article Comments
GuruFocus Value Insights: Old West Investment Management on Investing Alongside Proven Owner-Managers | | 0 | Sep 8, 2024 |
Medifast, Inc. (MED) Q2 2024 earnings call transcript was published on Monday, August 5. Can you please add it here?
Investment Ideas
MED | | 0 | Sep 8, 2024 |
data discrepancy
Investment Ideas
NTES | | 3 | Sep 7, 2024 |
422
Article Comments
Global Markets Weekly: Fewer Job Openings Signal Weakening U.S. Labor Market | | 0 | Sep 7, 2024 |
The movement of Super Micro Computer (SMCI) stock today is quite intriguing! I’m interested in learning more about the factors driving this change whe
Article Comments
Why Super Micro Computer (SMCI) Stock is Moving Today | | 0 | Sep 7, 2024 |
Value investors are starting to notice Vale. It may take a while to recover but you are getting paid a nice dividend to wait.
Investment Ideas
VALE | | 0 | Sep 6, 2024 |
This is just me me so just ignore it cause I like to post fodder. I use GuruFocus like a newspaper meaning it just gives me as an objective as possibl
General Discussions
Warren Buffett | | 0 | Sep 6, 2024 |
"You had me at: "Record Revenue and Strong AI Growth." :)
Article Comments
Broadcom Inc (AVGO) Q3 2024 Earnings Call Transcript Highlights: Record Revenue and Strong AI Growth | | 0 | Sep 6, 2024 |
August- What a month. TPP strategy of the month by Lane Clark of TPP.
Strategies
| | 0 | Sep 5, 2024 |