The Royalty King
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Vixxing it up
Murray Stahl called the VIX a "logical trading tool" — here's how to own it, without it owning you.
Aug 17
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Gold is on its way to $7,500 and beyond.
What does $7,500 gold and above really mean? Compendium XIII
Aug 8
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July 2026
Cadiz Inc. (CDZI): Construction Cost Certainty
The Royalty King Report | Update, July 31, 2026 NASDAQ: CDZI
Jul 30
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Hunting Cheap Energy Names
Four cheap producers for a war the market keeps re-pricing wrong | Crown Compendium XII
Jul 20
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Dundee corp - 55 Cents on the Dollar
Walter Schloss, the fall and rise of the House of Goodman, and why Dundee Corporation is buying its own stock at half price | TRK research
Jul 11
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Hawaiian Electric: The Yield on the Far Side of Patience
An Updated Valuation | The Royalty King Report 01/07/2027
Jul 2
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June 2026
Mind the Gap: Strong Setup, Sour Sentiment
Exchanges outperform - and get sold off! | Crown Compendium XI
Jun 30
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Croupier for sale — 40% off.
The Croupier Collection | Urbana: 3 private exchanges & a stable-coin at 0.6× NAV
Jun 26
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The Whole Book, in One Place
Four pillars and the model containing my twenty-five highest-conviction names
Jun 14
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44:06
Pricing the Perpetual
TPL: Attempting a bottom-up NAV on an infinite asset.
Jun 6
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May 2026
A Barrel in the Hand
Eastern liquidity rolls over, oil floating storage halves, and the case for leveraged royalty exposure sharpens. | Crown Compendium X
May 29
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The Royalty King Report | XP Inc. (NASDAQ: XP)
Brazil's Financial Disintermediation Engine — A Croupier Collection Candidate
May 24
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