Kontrarian Korner
Ben Kelleran, VBL, Matt Smith @ Crisis Investing, Melody Wright, Ross Jennings, PurpleDrinkCapitalInvestments, Finance & Macro
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 366 | Subscribers | Read | kontrariankorner.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Kontrarian Korner #78 - Doug Casey
Yesterday I had Doug Casey on the podcast, and we got into a bunch of different topics across the commodities space and financial markets. We talked about the bubble forming in the tech sector with the AI capex boom, the future of the US, a...
Winter Is Coming
A Quick Rant On Sable, Commodities Starting To Move & Ideas In Oil Services, Natural Gas & Uranium
Video & Podcast Of The Week
It’s been an interesting week with a couple different things I have been watching, but I will get into it more detail with the video tomorrow. I will probably lead off with a rant on Sable Offshore’s 10-Q, equity raise, and why I bought som...
SkyWater Technology: Quantum Picks And Shovels
A US Semiconductor Foundry Pure Play Set Up For An Interesting 2026
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Authors
The writers behind this newsletter.
Investor, speculator, and occasional degenerate gambler in the markets. CPA and recovering Big 4 auditor.
Options, Gold, Finance, Music, hot takes on various and sundry topics
I'm the guy that does the podcast with Doug Casey. Co-author of The Preparation: How to become competent, confident, and dangerous. Publisher of Crisis Investing. Serial entrepreneur. I live on a ranch in Uruguay.
Strategist. Writer. Technologist. GFC 1 Survivor.
Investor
Market commentary + long/short equities
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