Kevin Duffy | The Coffee Can Portfolio
@kevinduffy1929
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Nonconformist, laissez faire apologist, contrarian investor, long-term optimist on the human experiment; the bad puns are a genetic defect
Joined July 2015
"We must always hold truth, as best we can determine it, to be more important, more vital to our self-interest, than our comfort..." ~ M. Scott Peck, M.D., The Road Less Traveled https://t.co/B82ljFRsXi
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The Government of Ontario just spent $75 million on a pro-trade/anti-tariff ad starring... Ronald Reagan.
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So much for the narrative that foreign exporters would largely foot the bill...
Goldman on who's been paying US tariffs so far: American companies & consumers: 88% Foreign exporters: 9%
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The Gaza holocaust will be a litmus test for high-profile figures for decades. Everyone’s comments or lack thereof on Israel’s genocidal atrocities will be looked up and amplified whenever their name rises to public attention. It will be the first step in determining whether
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Note to self: NEVER invest in Cleveland Cliffs.
CEO of US steel giant Cleveland Cliffs: "I am very happy with 50 percent [tariffs]. And without giving any details, I have my fingerprints on that 50 percent. In other words, I influenced that." Same as it ever was. https://t.co/TYvYDlO0n0
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I highly recommend...
For those of you wondering why Trump is posting on Truth Social about Chinese rare earths, threatening to slap more tariffs on China, read my book The Split Without Chinese rare earths, America can't make the weapons we give to Ukraine & Israel In my book, I predicted America
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Hey, POTUS, the US homicide rate for September 2025 YTD is running at 3.71 per 100,000---the lowest rate in 75 years. There is not a crime crisis in the US. So stop f*cking around sending the national guard to US cities and do you actual urgent job---which is ending the Forever
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"The enactment of the Constitution in 1788 drastically changed the course of American history from its natural decentralized and libertarian direction to an omnipresent leviathan that fulfilled all of the Antifederalists’ fears." ~ Murray Rothbard, 'Conceived in Liberty'
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Take a look at the list of the best stocks in the Russell 3000 since 4/8. Almost NONE of them have earnings. THIS. ENDS. BADLY. #stockmarketcrash $SPY
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With each passing day, the AI space looks more and more like home mortgage securitization at the peak of the housing bubble with its overlapping series of capital conveyor belts.
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How unloved are Chinese stocks today? Dan Ferris: He [Kevin Duffy], if I'm not mistaken, is the only person who says China is an opportunity... Everybody else says it's uninvestable; one guy like Kevin says buy. Corey McLaughlin: It's funny because a month or two ago when
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Another interview with @dferris1961 and @Corey_McL at Stansberry Investor Hour! https://t.co/0XHGqKxFZx
stansberryresearch.com
This week, Dan and Corey chat with Kevin Duffy, editor of The Coffee Can Portfolio newsletter. Kevin goes in depth on China – including the stock opportunities there and the false narrative surroun...
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Just when you thought the AI bubble couldn't get any crazier...
The AI frenzy adds another $100B in market cap overnight. What happened? A promise of future purchases that, in theory, could amount to a few hundred billion in revenue for AMD. In return, OpenAI gets warrants potentially giving them a 10% max stake in AMD as long as share
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Many of my posts on this platform can rightly be interpreted as "pro-China." I want to be clear about the reason for this. It's not because China is amazing in all ways — I'm openly critical of its political system and its complex impact on development in the global South. The
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The good news is that Americans (and ROW) are getting a lesson in the dangers of messing with global trade. Future generations will not fall into the same trap.
China is no longer buying American beef, they are buying Australian beef China is no longer buying American soybeans, they are buying Argentinian soybeans China is no longer buying American semiconductors, they are making their own China is winnginthe trade war which is why
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I was right - and I was 100% wrong. When I first landed in China in 1997, I knew that China's rise was going to be the great business opportunity and how America would deal with a rising China will mark the next 50 years of geopolitics I was right But I was also 100% wrong. I
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The comments are devastating. This one is typical: "Walter is the perfect person to defend Israel. A total nut." https://t.co/wVxA6gdhFn
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