Focused Investing

Focused Investing

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Focused Investing
Focused Investing
Trade Alert: Trading Upside for Income

Trade Alert: Trading Upside for Income

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Paul Drake
Jul 02, 2025
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Focused Investing
Focused Investing
Trade Alert: Trading Upside for Income
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white ceramic teapot beside white ceramic teapot
Photo by Diane Helentjaris on Unsplash

To some degree I am hunkering down.

My approach to thinking about commodity prices is to try to be statistical. They will at times hit lows that squelch production. They will at times hit highs that stimulate a lot of it.

If you invest in companies that can survive the lows and produce good returns at the midcycle p…

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