Credit Bubble Stocks

Monday, June 2, 2025

Monday Night Links

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The court holds for the foregoing reasons that IEEPA does not authorize any of the Worldwide, Retaliatory, or Trafficking Tariff Orders. The...
Thursday, May 22, 2025

Thursday Night Links

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The Treasury Department will stop putting new pennies into circulation by early next year. Afterward, there won’t be enough pennies to use i...
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Monday, May 12, 2025

Monday Night Links

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Arbitrageurs implicitly assume that the world is full of people who are rational, but imperfectly so, and that the big money is in keeping t...
Thursday, May 8, 2025

Suncor Energy Inc. (SU) - Q1 2025

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The recent Suncor earnings calls have been a delight to read. (Lesson: always invest in companies with CEOs named Rich ?) Here are some high...
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Thursday, May 1, 2025

Thursday Night Links

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The proposal I have outlined is – for now – a carefully estimated thought experiment drawn from existing data, not an empirical report on co...
Tuesday, April 22, 2025

Tuesday Night Links

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Few of today’s populists bemoan the declining reliance on agriculture jobs, but the phenomenon is the same as what’s seen in manufacturing. ...
Tuesday, April 15, 2025

PrairieSky Q1 2025

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PrairieSky Royalty announced earnings ( financials , MD&A , presentation ) for the first quarter of 2025. Some highlights: Oil royalty ...
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