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Earnings Updates & Other Thoughts

Copper On A Roll, Insider Buying In Several Names & The Well Timed Turning Point Brands Podcast

Ben Kelleran's avatar
Ben Kelleran
May 10, 2026
∙ Paid

The broader market seems to be a random number generator to see how much it is going to go up each day, and to be perfectly honest, I have no idea when it ends, but I do know that it doesn’t go on forever. I have been talking to a couple people over the last week about the S&P being a matter of national security, and it seems like that is worth a more detailed post. When I say that during podcasts I’m sure it sounds flippant, but I think it’s worth pulling on the different threads to talk about how the stock market has become the economy. I’ll save that for later, but I wanted to hit on several updates from different holdings with a wave of recent earnings.

Ero Copper: On Its Way To $40

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