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Comus Investment 2025 Annual Letter
Dear Partners, We had a good year in 2025, however we were severely hamstrung by InteractiveBrokers' move to limit Americans…
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Is the US about to screw SWFs?
Just ahead of Christmas, the US Inland Revenue Service dropped a bunch of proposed changes to Section 892 of the…
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Buy Housing Stock MGIC, Sell Redfin, Seriously Skewed Valuations (NYSE:MTG)
I've written several articles on Redfin for Seeking Alpha in the past, most recently on…
Elon Musk launches xAI in challenge to dominance of ChatGPT owner
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Colgate-Palmolive: The Only Game In Town (NYSE:CL)
Colgate-Palmolive Company (NYSE:CL) is rarely seen as an attractive investment opportunity as the company significantly…
Wagner fighters start handing over their weapons
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A&W: Another Dividend Hike Coming For This 5.4% Yielder (AW.UN:CA)
All values are in CAD unless noted otherwise. A&W Revenue Royalties Income Fund (OTC:AWRRF)(TSX:AW.UN:CA) earns…
‘We’re not Amazon’: tensions with Ukraine surface at Nato summit
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Sienna Senior Living: A Cautious Buy For High-Risk Investors (OTCPK:LWSCF)
I last covered Sienna Senior Living (OTCPK:LWSCF)(TSX:SIA:CA) a few months ago from which the stock…
US stocks and bonds jump after inflation falls more than forecast
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Polished Is On A Knife Edge (NYSE:POL)
The clock is ticking. Polished (NYSE:POL) has until July 31 to provide current financials after…
US inflation slows to 3% as interest rate rises bite
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Tesla Stock: Strong Buy Ahead Of Q2 Earnings Results (TSLA)
Tesla, Inc. (NASDAQ:TSLA) stock has been on a remarkable ride this year. I increased my…
Microsoft and Activision exploring changes to $75bn deal, says CMA
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PriceSmart Q3 Earnings: Resilient Business Model Shines Through (PSMT)
Thesis PriceSmart, Inc. (NASDAQ:PSMT) recently reported Q3 2023 earnings with an EPS of $0.94, missing…
G7 announces long-term security commitments for Ukraine
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U.S. CPI And Bank Of Canada Highlight North American Session
Overview The US dollar's losses have been extended ahead of the June CPI. At the…