A Jew and His Gold

Slow Down, You Move Too Fast… RUSH STREET Stumbles! (RSI)

Posted on April 8, 2021

We’re walking up and down Rush Street Interactive (NYSE:RSI) today, in a move that bucks against all our better instincts. Well, it’s not like us to take on a trade...

Like a Libyan Dictator! – Gold Prepares to Die. (GDX)

Posted on March 31, 2021

[Housecleaning note: we’re a day early due to Passover travel plans.] We’ll try to do this as gently as possible. Not least because the majority of precious metals investors are…...

More Closures – 129% and 2260%! – WHERE ARE MY DAMN PILLS? (MED, TSM, THRM)

Posted on March 25, 2021

We’re closing down a couple of barn-burners today for unbelievable profits before moving on to a phony food takedown. And we start with this – Our TSM trade arrived at...

Don’t Throw That Out! – I’ll Eat It! (DAR)

Posted on March 18, 2021

Ever noticed that the worst excesses of governments and corporations are given innocuous sounding names and descriptors to take the edge off the brutal truths that underlie them? It’s euphemism...

Let Them Eat Vaccines! When the Batflu Goes Drive-Thru. (MIDD)

Posted on March 11, 2021

Middleby Corp. (NASDAQ:MIDD) makes food prep machinery for the restaurant business. You’ll recall that restaurants have been closed (and going bankrupt) across broad swaths of the planet for the last...

Slip of the CAT Got Your Forked Tongue? (CAT)

Posted on March 3, 2021

We’re trucking today on the back of Dow component and global earth-moving champions Caterpillar Inc. (NYSE:CAT), a company that may have nine lives and always lands on its feet, but...

53% and Thousands More in Purim Winnings, While the Frenchman From Omaha Sinks (VMI, PTON, GNRC)

Posted on February 24, 2021

If your game is steel pipes and tubes (and who’s isn’t?), then you’re certainly familiar with the irrigation and street-lamp mavens from Valmont Industries (NYSE:VMI). Omaha Nebraska’s favorite metal fabricators...

Investing Wisely in… Pre-Cancer Foods for Fat People! (CAG)

Posted on February 18, 2021

What greater joy! Eat tasty, affordable and chemically-laden victuals, and spend decades without symptoms! And then – boing! – suffer a horrific finale! It’s your choice, friends. Join us today,...

Peanut Butter and Jam Flying Everywhere – Smucker’s Goes Spastic! (SJM)

Posted on February 11, 2021

Smuckers (NYSE:SJM) is more than just a jam company. They’re a sticky-sweet sea of solidity in a market gone mad. Let’s explain. Smuckers is a fundamentally sound company that has...

Domino’s Falling: Pizza-Maker Delivers Glob of Stale Dough (DPZ)

Posted on February 4, 2021

Just as garlic is headed toward commoditization, so, too, we believe, is pizza. And that’s why we’re highlighting international grease merchants Domino’s Pizza today (NYSE:DPZ), a company that prides itself...