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Yields Are Headed Higher For Longer… [Dirty Dozen]
Article By: Macro-Ops
Monday, January 23, 2023 5:20 AM EST
In this week’s Dirty Dozen [CHART PACK], we explain why rates will stay higher for longer, why the immaculate disinflation thesis will prove bunk, and why natural gas plays are a good buy here, plus more…
In this article: SD, INDA, AR Also: BAC, SPX
Surviving The Worst First Half For Stocks In Sixty Years
Article By: David Pinsen
Sunday, July 3, 2022 6:32 AM EST
There are 2 components to our hedged portfolio method: 1) Selecting securities that we estimate are likely to do well over the next six months, relative to the cost of hedging them. 2)Hedging them in case we end up being wrong about them doing well. 
In this article: NVDA, RWM, AR, ENPH, GUSH, JO, AFRM Also: SPY
A Hedged Bet On An Oil Shock
Article By: David Pinsen
Friday, March 18, 2022 5:45 AM EST
The International Energy Agency warned this week that Russia could be forced to cut 30% of its oil production soon, leading to a global oil shock. A hedged bet on oil going higher as a result.
In this article: UCO, AR, GUSH Also: BNO, OIL
Russian Invasion: Risks And Opportunities
Article By: David Pinsen
Saturday, February 26, 2022 7:59 AM EST
Why U.S. markets bounced after the invasion; outstanding risks that remain. Plus, opportunities in two beaten-down Russian stocks.
In this article: OGZPY, YNDX, AR Also: SPY
Antero Resources - Chart Of The Day
Article By: Jim Van Meerten
Wednesday, June 2, 2021 4:13 PM EST
Revenue expected to grow 31.00% this year but be down 7.10% next year. Earnings estimated to increase 310.70% this year.
In this article: AR

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