Newsletter
Millennial Potash: Sprouting Profits in the Fertilizer Field
In the fertile fields of global agriculture, potash is the unsung hero, quietly fueling crop yields and food security. With the world’s population barreling toward 10.4 billion by century’s end, the demand for this potassium-packed mineral is sprouting faster …
Fogler’s Forecast: Trash, Transport, and Trophy Assets
Richard Fogler, managing director at Kingwest & Company, is no stranger to high-conviction investing. With decades of experience navigating volatile markets, Fogler has earned a reputation for cutting through noise and focusing on fundamentals. His latest top …
From Frothy to Flat: Starbucks Takes a Spill on Earnings Miss
Starbucks just delivered a bitter brew to Wall Street.
Underwater Gold Rush: U.S. House Tackles Deep-Sea Mining
Yesterday, the hallowed halls of the Longworth House Office Building played host to a verbal cage match that was less "C-SPAN snooze-fest" and more "Clash of the Titans" with a nautical twist. The U.S. House Committee on Natural Resources’ Subcommittee on …
Smelt You Later, China: USAC Doubles Down on Domestic Antimony
In a bold move to reinforce America’s strategic supply chain for critical minerals, United States Antimony Corporation (NYSE: UAMY) announced the formal expansion of its flagship smelting facility in Thompson Falls, Montana—the only active antimony smelter …
Nvidia’s Chip Checkmate: Trump, Move Fast or Huawei Wins
Picture this: Jensen Huang, the leather-jacketed maestro of Nvidia, striding into a room, tossing out zingers like silicon confetti, and dropping a truth bomb on the Trump administration. The message? Loosen the leash on AI chip exports, or risk America’s tech …
Snap’s Earnings Had a Filter—But the Market Saw Through It
Snap Inc. just gave Wall Street a wake-up call. On Wednesday, shares of the social media company cratered more than 15%, rattling investors and sending ripples across the tech sector. The trigger? A bold move to withhold second-quarter guidance—an omission …
Seniors, Shovels, and Sparks: The Stocks Steering Andrew Pink’s Ship
The first quarter of 2025 was anything but predictable. As the global economy found itself caught in the tightening coils of tariff wars and retaliatory trade barriers, markets were sent into a tailspin of volatility. Investors, already grappling with a …
The Sprung Identity: Resilient Stocks for a Shaky World
The winds of global markets have shifted dramatically. Following U.S. President Donald Trump’s election win, the early market euphoria has decayed into fear and uncertainty. The erratic dance of tariffs—on again, off again—has shattered predictable trade …
Offbeat: Spotify Misses a Note in Q2 Guidance
Spotify's stock took a hit in early Tuesday trading, tumbling as much as 8% before paring back to a 7% drop ahead of market open. The catalyst? A weaker-than-expected forecast for second quarter user growth and margins that missed analyst expectations—shaking …