So much great content here, but the new sponsor is particularly interesting. Despite having quite the list of ways to play different sectors I want exposure to (with low stock prices which makes options plays more affordable), I had to point out the tickers for 3X Gold / 3X Inverse Gold made me quite literally laugh out loud - SHNY and DULL, respectively. Fantastic!
Another awesome newsletter, Caleb! Thank you for your diligent research and insights! I look forward to these in my inbox every weekend (almost makes up for the stock market being closed... ;))
Caleb, have you considered publishing an analysis of Bitcoin mining stocks? Similar to the leveraged ETNs, BTC mining stocks trade like leveraged BTC derivatives. Would be an interesting way to learn about position sizing, fundamental analysis and risk management
Hey David! Appreciate your question. I haven't necessarily thought about publishing analysis on BTC miners, but I'd be happy to if there was enough interest. I have traded them in the past and was long $RIOT in November 2020, which was a fun ride. Recently traded $MARA as well.
I know the team at Blockworks posts fantastic analysis on the overall health of the mining industry, but what resources do you currently use to analyze mining stocks?
The main resources I've come across are Jaran Mellerud, Anthony Power (@cazenove_uk), and Balmy Investor on Twitter. They share good info but I feel like I can't figure out how to take their information and use it to make allocation decisions.
So much great content here, but the new sponsor is particularly interesting. Despite having quite the list of ways to play different sectors I want exposure to (with low stock prices which makes options plays more affordable), I had to point out the tickers for 3X Gold / 3X Inverse Gold made me quite literally laugh out loud - SHNY and DULL, respectively. Fantastic!
Another awesome newsletter, Caleb! Thank you for your diligent research and insights! I look forward to these in my inbox every weekend (almost makes up for the stock market being closed... ;))
Great to get this kind of feedback :) Their team definitely knows what they're doing!
Thankfully, crypto is open 24/7 otherwise I'd be itching! lol
Caleb, have you considered publishing an analysis of Bitcoin mining stocks? Similar to the leveraged ETNs, BTC mining stocks trade like leveraged BTC derivatives. Would be an interesting way to learn about position sizing, fundamental analysis and risk management
Hey David! Appreciate your question. I haven't necessarily thought about publishing analysis on BTC miners, but I'd be happy to if there was enough interest. I have traded them in the past and was long $RIOT in November 2020, which was a fun ride. Recently traded $MARA as well.
I know the team at Blockworks posts fantastic analysis on the overall health of the mining industry, but what resources do you currently use to analyze mining stocks?
The main resources I've come across are Jaran Mellerud, Anthony Power (@cazenove_uk), and Balmy Investor on Twitter. They share good info but I feel like I can't figure out how to take their information and use it to make allocation decisions.