2022 Update Part II – Dux is agnostic (not bulls, nor bears)
28 August 2022 Our Founder explains our interpretation of recent market action, our positioning, and our current expectations.
2022 Update Part I – We were ahead of this rally
11 August 2022 Our Founder discusses why we were ahead of the July rally despite bearish views on the macroeconomic outlook and Federal Reserve policy.
Ukraine War // Strategic Updates
13 February 2023 (updated) Strategic commentary on and professional analysis of the ongoing conflict in Ukraine: 13 Feb 22 17:45 EST - the War in Ukraine has just entered a radically different phase. As the war approaches the 1-year anniversary of an invasion date set to optimize fighting conditions for heavy tracked [ Read More ]
Entertainment: Dux likes MRNA
Entertainment (credit: Columbia Pictures, Live).
Entertainment: Dux and the Turn
Entertainment (credit: History Channel, Trevor Jones, Nirvana, Cardigans, Smash Mouth).
2021 Update – Part II
22 October 2021 How we see year-end unfolding plus a name we like right here.
2021 Update – Dux is up over 45% YTD
27 August 2021 Our Founder discusses specific names highlighting what's worked and what hasn't so far this year, provides an update on some major themes discussed at our last virtual event, and outlines what we're watching going forward into YE.
Cannabis Thesis – 05 Dec 2020
A clip from our virtual event on 05 December 2020.
Bitcoin Call & Cryptocurrency Thesis – 05 Dec 2020
A clip from our virtual event on 05 December 2020.
Changing Attitudes in the US: “Live and Let Die”
06 May 2020 Some Americans' initial and relatively short-lived bravado for flattening the curve has quickly shifted over recent weeks. Ultimately, this is not surprising as the types of sacrifices that would have been required to sustain a suppression of the outbreak in the US have not been seen in generations. Now, many people either [ Read More ]