GBA #1 MARKET TIMING 2022,2023,2024 & 2025 GBA #1 STOCK PICKING 1999,2000,2001,2002,2003,2004,2005,2006,2007,2009,2010,2011,2012,2013,2014,2015, 2016,2017,2019,2020,2021,2022,2023,2024,2025.
I think the reason many non professionals get confused and try and quote CPI statistics is they are not aware OF PAST PRICES increases THAT HAVE NOT retreated. Normally in business cycles these smooth out but over the past 4 years they have not-- all of the post Covid price raises have stuck. Nothing has retreated. So it's prices vs inflation. You pay the prices no matter what,. Inflation is more a mindset of what to expect in the future so when that goes back up because of tariffs you will have the 1,2 punch of the REALITY of prices vs perception of inflation. Look on the far rate. That is the reality. The blame is squarely on the manufacturers. They are taking advantage of the situation. This list is all construction based but take any metric say concrete-- you need that for pools ok, you say hey great concrete is only up 2.2% last 12 months.... while forgetting to add that ontop of 32.4%<------ Call it what you want but prices are higher for everything we buy. All of these tariffs are only going to make matters much worse. Like a nice steak? How about up 50% 5 years..... Record highs:Beef prices have reached all-time highs in recent months, with an average price of ground beef hitting $5.98 per pound in May 2025. Other cuts, such as sirloin steaks and chuck roast, also reached record levels in the first half of 2025. Long-term increase:Beef prices are up nearly 50% from five years ago. Ground beef costs have increased 45% over the last 10 years, compared to roughly 30% for the overall Consumer Price Index.
Profitable small caps are Imperial ( III ) and Amerigo ( ARG ). Unlike Gold/Silver plays, I believe Copper companies take longer to turn profitable so I prefer those already making money. With small miners you run the risk of surprise financing deals under market or operational issues ( one miner in the Yukon suddenly went insolvent when their mine collapsed last year ). I've had both Capstone and GR Silver gap down hard premarket on me in the last few months on financing deals. Both eventually shook it off but only because metals are hot. ERO was the latest to dive hard on very moderately bad news. My high risk play is Surge Copper seems to have decent projects had a financing at 10 cents years ago and the recent one is at 17.5 cents. I've played it in the range from 9-24 cents it's run up twice. Got out too early on the last move after banking some profits. In a world where Copper goes to $10 as some have forecast, this could easily be a multi-bagger. Given how those other firms rallied after their refinancings were out of mind, I am considering rebuying in the 17-18 cent range if Copper holds up with the idea that there are serious buyers in at that price point. More of a thin trading play then an investment at this point.
DoubleDown Interactive (DDI) On July 8, Roth Capital analyst Eric Handler stated that the $65M acquisition of WHOW Games undertaken by DoubleDown Interactive Co., Ltd. (NASDAQ DDI) on the same day is a strategic and positive move. WHOW team DoubleDown Interactive is tipped by Texas Capital to double its share price DDI DoubleDown Interactive Co., Ltd. $10.10 0.02(+0.20%)4:00 PM 07/11/25
$43------->$60 with 6-7% yield. Another Total Return Grand Slam! Obviously Biotech has always been my specialty but dang the total return ideas I always seem to hit these! Love it./ Investing at it's best. We need to sell this.: EPR EPR Properties $60.37 ////////////////////////////