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The World Cup, the European Mind, and America on Sale
Thank you foreign soccer fans for making the US remember how good we have it!
Jun 16
•
Cody Shirk
6
California Craziness Reminded Me of Cheap Simple Companies
The market has forgotten about these three household companies
Jun 10
•
Cody Shirk
7
1
May 2026
The 65,000% Opportunity - Chinese Food Chain Arbitrage
Food chains in China are unbelievably cheap. Are two bad trends setting up for a huge boom?
May 28
•
Cody Shirk
10
1
Following the Capex Cycle
It's so simple that it might be stupid.
May 26
•
Cody Shirk
7
Nickel Arbitrage
It's the third order consequence?
May 22
•
Cody Shirk
19
Drugs, Gangs, Surf - Now Time for Investors
My El Salvadoran travel companion was an acid licking, weed smoking, direct decedent of the inventor of the atomic bomb.
May 21
•
Cody Shirk
17
21 Images Tell Why Natural Gas is the Best Risk/Reward Opportunity Today
The widow maker has scared everyone away. Is this time different?
May 18
•
Cody Shirk
11
Valuation Arbitrage in the AI and Data Center Boom
While the major companies require years of massive growth ahead, others are trading as if the AI boom is already over.
May 14
•
Cody Shirk
5
Entangling Allies and Choking Enemies with Natural Gas
NOTE: This is one of the most important trends underway right now with an incredible risk/reward profile.
May 8
•
Cody Shirk
21
The j Shaped Economy - A Wall of Worry, or Euphoria?
Chasing the gains and ignoring the value - it's an interesting strategy.
May 5
•
Cody Shirk
7
April 2026
8 Companies Benefit from Cuba & Nicaragua Changes
Dozens of companies are set to have major windfall events when the governments of Cuba and Nicaragua change - these are the top 8
Apr 28
•
Cody Shirk
10
The Donroe Doctrine - Like Germany, China Will Motivate the US to Intervene in Cuba, Nicaragua, and Beyond
As the plane creaked and moaned through the clouds, I spotted a cockroach scurrying across the back of the pilot’s seat.
Apr 21
•
Cody Shirk
20
1
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