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2026: The Rotation Continues
Things To Watch This Year, Commodities Broadening Out & Areas To Avoid For 2026
Jan 4
•
Ben Kelleran
16
5
2
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Transocean Acquires Valaris
Tommy Deepwater Returns To The Podcast To Discuss M&A In Deepwater & The Outlook For The Rest Of Offshore Oil Services
9 hrs ago
•
Ben Kelleran
and
Tommy Lee
2
1
54:28
Kontrarian Korner #85 - John Carter
The State Of Canada, Albertan Independence & The Problems Facing The West
Feb 10
•
Ben Kelleran
3
1
1
1:22:49
Ero Copper: Cheap Exposure To Copper, Gold & Brazil
The Perfect Middle Ground Between Freeport McMoran & The Copper Juniors
Feb 8
•
Ben Kelleran
3
1
Silver Valley: America's Most Prolific Silver District
What I Learned From Getting Boots On The Ground In Silver Valley
Feb 5
•
Ben Kelleran
7
1
A Weekend Update
My Trip To Silver Valley, A Podcast For This Weekend & Quick Hit Updates On Several Companies
Jan 23
•
Ben Kelleran
1
4
Kontrarian Korner #84 - Mark Mitchell
Talking With An Honest Pollster About Midterm Elections, The Generational Divide & The Future Of The US
Jan 22
•
Ben Kelleran
5
1
1:04:56
Everything, Everywhere, All At Once
A Quick Rant On Greenland, Canada, And Minnesota & A Quick Recap Of Different News Updates With Portfolio Holdings
Jan 19
•
Ben Kelleran
2
37:22
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