All of these trades fall squarely within my definition of rational speculations, but view these and all other examples with the appropriate skepticism. Most "worked" in the literal sense of being to some degree profitable. But every analysis inevitably has its flaws, and in a number of cases I make an effort to deconstruct what I perceive to be the shortcomings of my own thesis.
These are only a handful among hundreds, but I attempt to provide a broad spectrum of fundamentally different examples in order to highlight how diverse these opportunities can be.
Upon review the reader will note that the positions featured herein are intentionally out-of-date. As stated on the home page and elsewhere, the purpose of this site is not to provide investment recommendations. Even if I were inclined to do so, I have no incentive to distribute my best ideas, most of which entailed an enormous amount of work.