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The Next New Thing Is - Things
The Next New Thing is - Things.
Jul 31
•
Cody Shirk
15
Today's Most Lopsided Investment
The widow maker is showing some life.
Jul 22
•
Cody Shirk
12
1
A Mexican Beach, a 16-Year-Old Warning, and the Return of Currency Wars
How a strong U.S. dollar is quietly crushing commodities and what you should do about it.
Jul 17
•
Cody Shirk
11
2
1
Is Geothermal the Power Crisis Solution?
The US has recently passed legislation to open up a whole new industry of electricity production.
Jul 14
•
Cody Shirk
4
Playa del Value Trap - 2026's Most Dangerous Stock Market Metric
Beaches in Panama taught me this tough lesson.
Jul 9
•
Cody Shirk
3
Q2 Update - Punishing Opportunities
I just sent out my Q2 fund update to my investors, and I’m sharing most of it with you below.
Jul 7
•
Cody Shirk
8
June 2026
What Type of Tail Chasing Are You Doing?
A quick story to bring us all back down to earth, during these unprecedented times of geopolitical, economic, and emotional bewilderment.
Jun 29
•
Cody Shirk
8
The Cali Cartel Connected Colombian Company Contrarians Crave
Behind the drama and fear lies a company that actually has a great business. Insiders think so too.
Jun 24
•
Cody Shirk
5
Boring is Weird
In a world drunk on narratives, the boring has become fringe.
Jun 19
•
Cody Shirk
10
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
13
1
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