
Kontrarian Korner - Some Thoughts On The Market & Several Sectors
July 15, 20251m 22s
Audio is streamed directly from the publisher (api.substack.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
This is a free preview of a paid episode. To hear more, visit www.kontrariankorner.com
Over the weekend I had several interesting conversations with investors about Sable’s hearing on Friday this week, so I wanted to share some of those thoughts briefly. I also talked about precious metals, including platinum. Offshore oil services and coal stocks have also been moving lately, so I weighed in on those as well. Both sectors are still very cheap today.
Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.