Kontrarian Korner - Some Thoughts On The Market & Several Sectors
Update: 2025-07-15
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Over the weekend I had several interesting conversations with investors about Sable’s hearing on Friday this week, so I wanted to share some of those thoughts briefly. I also talked about precious metals, including platinum. Offshore oil services and coal stocks have also been moving lately, so I weighed in on those as well. Both sectors are still very cheap today.
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