2018
Investing in Documentaries
October 30, 2018
The big guys are spending extravagant amounts for “original content,” but who’s getting rich from it?
…Revisiting Marijuana Investments (and One Overlooked Company)
September 25, 2018
If you missed out on Kraken, this could be another information arbitrage opportunity.
…Revisiting Marijuana Investments (and One Overlooked Company)Read More »
September 24, 2018 July Wholesale Trade report
Statistics Canada reports that “Wholesale sales rose 1.5% to $63.9 billion in July, more than offsetting the 0.9% decline in June.”
My first thought looking at that is that there is some measurement error involved. The error could come from the seasonal adjustment process. The true trend is probably a bit smoother than suggested by a 0.9% drop in June followed by a 1.5% increase in July.
In any case though, it is a positive report.
On a year-over-year basis the growth in wholesale trade is up 4.1% which is strong growth.
Earnings Update & Investing in Bioplastics
August 8, 2018
Wheu. What a whirlwind of the first few weeks of earnings season. Scroll to the bottom for a brief interview with the CEO of a Canadian bioplastics company.
I also discuss one of America’s 10 largest landowners and inherently an oil tycoon you’ve likely never heard of.
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