Thunderclap Research
Subscriber Login
Search
  • Commentary
  • Education Center
  • Deep Dives
  • Stock Spinoffs
  • Subscriber Login

Commentary

Commentary

So… The Dollar Is Gaining Momentum

Commentary |

Garrett Baldwin |

September 23, 2020

As I noted on Monday, the world has been betting against the U.S. Dollar.  This chart by Ahmed Saqib says it all. The breakdown of the Commitment of Traders Report from the end of August shows that hedge funds had…

Learn more

Commentary

Nobody Expects the U.S. Dollar to Do This

Commentary |

Garrett Baldwin |

September 21, 2020

Momentum gauges go negative… safe-haven currencies in trouble… election concerns… and a short-term swan trade on the dollar. With the Dow off 800 points on Monday, people continue to speculate that the Federal Reserve will load up its cannons and…

Learn more

Commentary

It’s All Downhill From Here…

Commentary |

Garrett Baldwin |

September 4, 2020

Yesterday’s slump… The Merrill Lynch disaster… Intelsat (INTEQ) buying Gogo (GOGO)… the NYC debate continues… and postcards from the Florida Republic. It was a wild Thursday of trading, wasn’t it?  The Dow Jones shed 807 points yesterday. The Nasdaq slumped…

Learn more

Commentary

Lessons From Seth Klarman

Commentary |

Tim Melvin |

August 31, 2020

Seth Klarman has made me a ton of money over the years.  I’ve stolen many of his stock ideas, most of which have gone higher by a multiple of what I paid for. For those not familiar with Mr. Klarman,…

Learn more

Commentary

Ignore This Popular Market Indicator

Commentary |

Tim Melvin |

August 24, 2020

If you follow some of the popular investing websites, you may have seen the flashy headlines reporting that Buffett’s favorite valuation indicator is back to internet bubble levels. It is quite true. The Buffett Indicator is indeed approaching 1999 and…

Learn more

Commentary

Postcards from the Florida Republic: Part II

Commentary |

Garrett Baldwin |

August 21, 2020

The dollar dilemma… skin in the game… the Democratic National Convention (DNC) drama… and departures from the Old Union. I took a little heat from some friends of mine after I said I’d be willing to leave the country if…

Learn more

Commentary

Legendary Investors Are Betting on These Companies… Beware

Commentary |

Tim Melvin |

August 20, 2020

Thanks to the nature of modern media… it’s nearly impossible to clone the trades of the old guard profitably. In a world of instant reporting, as soon as someone — especially someone like Warren Buffett — makes a move in…

Learn more
<...91011>
Thunderclap Research

© 2023 Thunderclap Research. All rights reserved

Publications

  • Tim Melvin’s Takeover Targets

Our Team

  • Tim Melvin
  • Garrett Baldwin

About Us

  • Contact
  • About Us
  • FAQ
  • Privacy Policy
  • Terms of Use
  • We’re Hiring

Subscribe

Sign Up