Offshore
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The Investing for Beginners Podcast
How much does a CEO get paid?
Who is on the board of directors for Google?
We can find the answers to these questions and more in the proxy. https://t.co/TDpejY5nmy
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How much does a CEO get paid?
Who is on the board of directors for Google?
We can find the answers to these questions and more in the proxy. https://t.co/TDpejY5nmy
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Offshore
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The Kobeissi Letter
The bull market in gold has been truly historic:
Gold has added ~$5.0 trillion in market value over the 12 months and is now worth a record $20.1 trillion.
Over the last 6 years, gold's market cap has risen by nearly $12 trillion, or 148%.
In 2025 alone, gold prices have risen ~12% and marked multiple new all time highs.
Furthermore, the gold to CPI ratio has hit a record 9.2x.
This exceeds previous peaks of 8.4x and 8.1x posted in 1980 and 2011.
Gold is making history.
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The bull market in gold has been truly historic:
Gold has added ~$5.0 trillion in market value over the 12 months and is now worth a record $20.1 trillion.
Over the last 6 years, gold's market cap has risen by nearly $12 trillion, or 148%.
In 2025 alone, gold prices have risen ~12% and marked multiple new all time highs.
Furthermore, the gold to CPI ratio has hit a record 9.2x.
This exceeds previous peaks of 8.4x and 8.1x posted in 1980 and 2011.
Gold is making history.
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Offshore
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The Kobeissi Letter
BREAKING: Vladimir Putin is allowing some international funds, including American ones, to sell Russian securities.
This comes a day before talks with President Trump regarding a ceasefire in Ukraine. https://t.co/qv8WnhNgdH
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BREAKING: Vladimir Putin is allowing some international funds, including American ones, to sell Russian securities.
This comes a day before talks with President Trump regarding a ceasefire in Ukraine. https://t.co/qv8WnhNgdH
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Offshore
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Quiver Quantitative
Wow.
Back in November, we reported extensively on a curious purchase of Viasat stock by a member of Congress.
$VSAT is now up 50% since our reports.
It's up another 7% today.
Look at this: https://t.co/rbwjWnFy1l
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Wow.
Back in November, we reported extensively on a curious purchase of Viasat stock by a member of Congress.
$VSAT is now up 50% since our reports.
It's up another 7% today.
Look at this: https://t.co/rbwjWnFy1l
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Offshore
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Quiver Quantitative
👀
Last month, we noticed Representative Robert Bresnahan buying stock in the Chinese company Alibaba.
$BABA has now risen 48% since he bought in.
The U.S. stock market has fallen 6% over that period. https://t.co/tybmEckRiK
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👀
Last month, we noticed Representative Robert Bresnahan buying stock in the Chinese company Alibaba.
$BABA has now risen 48% since he bought in.
The U.S. stock market has fallen 6% over that period. https://t.co/tybmEckRiK
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Offshore
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Stock Analysis Compilation
Signia on Uranium Royalty $UROY US
Thesis: Uranium Royalty is a $300 million market cap company utilizing a royalty and streaming business model to profit from high-quality uranium mines while minimizing operational risks.
(Extract from their Q4 letter) https://t.co/L027cOjgpQ
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Signia on Uranium Royalty $UROY US
Thesis: Uranium Royalty is a $300 million market cap company utilizing a royalty and streaming business model to profit from high-quality uranium mines while minimizing operational risks.
(Extract from their Q4 letter) https://t.co/L027cOjgpQ
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