A sampling of past market beating calls and research.
MACRO / INDUSTRY REPORTS (Selected)
2011.01.21 – Sector Initiation – White Knuckle Bullish
2011.03.21 – SITREP – Japan White Knuckles and Black Swans
2011.08.29 – By Any Means Necessary.pdf (THE Macro Call in the Sector)
2012.02.13 – Grinding it out in 2012.pdf
2012.09.17 – Better Long Than Short
2014.10.05 – Strong Dollar, Weaker Global, Est Cuts (VERY early calling oil)
2016.01.03 – Batten Down The Hatches
2016.03.14 – Soap Rope Dope Downgrades
2017.01.10 – Right Full Rudder
2017.04.02 – The Bond Market Rules the World
2017.05.15 – Chips On The Table
2017.07.17 – Playing The Cards
INDUSTRY WORK
PTE – 2012.10.15 – Better Long Than Short (with Ksawery)
2013.10.10 – WEFTEC (Water Trade Show)
2014.03.13 – Field: Watch Out For CRAP (#1 Opened Report – Clients avoided 4 landmines)
2014.05.30 – Mining Capex Turn (i.e. Why Barrons was wrong)
COMPANY ANALYSES
HON – 2013.03.06 – Investor Day (READ PAGE 7!)
MMM – 2013.09.03 – Oatmeal With Inge Yields High ROI
TKST – 2014.04.14 – TIMKEN STEEL SPIN
GWW – GRAINGER – 2015.01.26 – PM Comfort
CAT – 2016.01.28 – Ugliness, Can Worse, Attractive No Catalyst
GWW – 2017.07.19 – Challenged Not Dead