Find A Different Game
If you want to succeed in investing – or in any field where competition is fierce – take a page from this investor’s book… and play the game differently than everyone else. Erez Kalir explains how.
Publications
The Unbearable Burden Of Tariffs
The real damage that tariffs cause is not just the destabilization of stock markets. It is the real burden it will place on businesses and ultimately consumers.
Trade Alert: New Covered-Call Trades
We are recommending two new covered-call trades on shares of Embraer (NYSE: ERJ) and Philip Morris International (NYSE: PM).
War, What Is It Good For?
As the impact of higher inflation, slow economic growth, and a collapse in GDP becomes apparent, a scapegoat will be found. Porter tells the story of Jenkin’s ear. When the elites’ financial dominance is threatened, they find an ear. And they cut it off.
Trading Club Portfolio Update – Week 20
Each Friday, we provide an update on the current live tracking portfolio (as of the previous day’s closing prices), a summary of the last week of trading activity, and updates on any significant developments among the companies we have positions in.
October 2025 Best Buys
Our top three Best Buys this month include a new entry – a Japanese conglomerate whose secret sauce is getting access to super-low-cost capital that it then generates 15% returns on.
Sell Alert: Cerence AI’s 1.5% Convertible Bond
In the Distressed Investing April 10 report, “Car Talk,” we recommended buying Cerence AI’s 1.5% convertible bond maturing July 1, 2028. Today, we recommend selling the bond. At the time of the recommendation, the bond was priced at $692, which equated to annual yield of 13.6%. We indicated that we thought it extremely unlikely that