Large resource discoveries offer upside asymmetry in gold.
Gold is eyeing a breakout
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Top sector to stay in the flow
The duration of the upcycle is likely to surprise the market.
Eyeing opportunities with the “DuPont Factors” lens
The DuPont Factors illuminate the opportunity set.
The upside down
Mr. Market is a price taker today on liquidity grounds alone.
It is wise to view internal controls
It is wise to look for disclosures of material weaknesses.
Medtronic is a no-brainer
Medtronic stands out as an asymmetric risk/reward opportunity.
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The Magic Kingdom or dead mouse bounce?
An accumulation strategy should be top of mind as Disney nears a bottom.
Skechers can outrun the competition with KISS
Skechers is a leading consumer growth stock.
Signal loss
Be mindful of the canaries and the opportunities to prevent signal loss.