Your Market "Must Reads" Before Monday
Submitted by QTR's Fringe Finance
What a week. My long held conviction in psychedelic stocks, which I have been pointing out to paid subscribers for nearly two years now, had a great week. The three names I pointed out at the beginning of this year are now up about 15%, 72% and 26%, respectively year-to-date.
Three microcaps I identified about a month ago are performing extremely well. One name is unchanged, another is +13.1% and a third is up an astounding +100% since then.
Finally, my 26 Stocks I’m Watching for 2026 continue to outperform the S&P 500 on an average, equal weighted basis. Heading into Friday’s cash open these names were up an average of 12.6% and beating the S&P by an average equal weighted basis of +8.4%. Last year these names beat the indexes by more than 50%.
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This week I also published about one of my favorite fund manager’s takes on why gold, silver and bitcoin are all heading higher:
Gold And Silver Prices "Going Much Higher"
Strait Of Hormuz Will Cause "Ripple Effects" For The Whole World
Two Stocks, One Buyout Idea
Finally, I made note of some tea leaf reading I did earlier in the week, wondering if the bond market could finally be on the precipice of cracking:
Is A "Vicious" Treasury Market Emergency Here?
And two weeks ago, I highlighted one name that I’m watching as a potential target for a big pharma buyout. It’s a risky, binary outcome, but one that has piqued my attention nonetheless. I shared it with subscribers:
Watching A Potential Big Pharma Buyout
Finally, I also wrote about why SpaceX’s forthcoming IPO could be a $2 trillion trapdoor that I would personally avoid:
SpaceX's IPO Feels Like A $2 Trillion Trap Door
Here’s what else is new on the blog:
Central Banks Are Hoarding Gold, Governments are Starting to Hoard People
Federal Spending Rises to Post-Covid High in Wake of DOGE Failure
Strait Of Hormuz Will Cause “Ripple Effects” For The Whole World
Why Sovereign Debt Is Structurally Insulated from Market Discipline
Taxing, Borrowing, and Printing: Three Ways America Pays for Government
QTR’s Disclaimer: Please read my full legal disclaimer on my About page here. This post represents my opinions only. In addition, please understand I am an idiot and often get things wrong and lose money. I may own or transact in any names mentioned in this piece at any time without warning. Contributor posts and aggregated posts have been hand selected by me, have not been fact checked and are the opinions of their authors. They are either submitted to QTR by their author, reprinted under a Creative Commons license with my best effort to uphold what the license asks, or with the permission of the author.
This is not a recommendation to buy or sell any stocks or securities, just my opinions. I often lose money on positions I trade/invest in. I may add any name mentioned in this article and sell any name mentioned in this piece at any time, without further warning. None of this is a solicitation to buy or sell securities. I may or may not own names I write about and are watching. Sometimes I’m bullish without owning things, sometimes I’m bearish and do own things. Just assume my positions could be exactly the opposite of what you think they are just in case. If I’m long I could quickly be short and vice versa. I won’t update my positions. All positions can change immediately as soon as I publish this, with or without notice and at any point I can be long, short or neutral on any position. You are on your own. Do not make decisions based on my blog. I exist on the fringe. If you see numbers and calculations of any sort, assume they are wrong and double check them. I failed Algebra in 8th grade and topped off my high school math accolades by getting a D- in remedial Calculus my senior year, before becoming an English major in college so I could bullshit my way through things easier.
The publisher does not guarantee the accuracy or completeness of the information provided in this page. These are not the opinions of any of my employers, partners, or associates. I did my best to be honest about my disclosures but can’t guarantee I am right; I write these posts after a couple beers sometimes. I edit after my posts are published because I’m impatient and lazy, so if you see a typo, check back in a half hour. Also, I just straight up get shit wrong a lot. I mention it twice because it’s that important.






