A precursor to a Transocean ($RIG) write up - Part 1
Let’s talk about oil before we talk about $RIG as without an outlook on the commodity itself, then our analysis will be largely useless.
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jerry
Jan 24, 20234 min read
An Introduction of Sorts
Let me begin by saying this isn’t some blog that consists of deep dives on high quality businesses that I want to hold forever.
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Dec 15, 20227 min read
Understanding the current economic cycle and what the FED is doing
Hello! Today I want to talk about the current economic cycle we're in. It's very much, in my view at least, an economic cycle still well...
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