Babylon Burns
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US vs IRAN: Oil is the Scoreboard
(& Who blinks first?)
Nov 11
•
Sam Kovacs
14
2
1
When the AI Buildout Met the Dems
Semis just had their worst day in five years, rebounded: NOW WHAT?
Nov 10
•
Sam Kovacs
12
3
2
A refining trade I’m putting on today for earnings tomorrow.
A quick trade report explaining the logic if you want to follow me in.
Nov 5
•
Sam Kovacs
12
21
1
Nvidia: When it all falls down.
Why I’m short Nvidia, why you’ve already seen this film and why this is the most important report you read this week.
Nov 5
•
Sam Kovacs
44
9
5
October 2026
Live with Sam Kovacs #3: I SHORTED NVDA
A recording from Sam Kovacs's live video
Oct 25
•
Sam Kovacs
17
5
1
46:29
The Babylon Burns portfolio is just getting started
(While Nvidia just flashed a red warning sign at 4PM...)
Oct 23
•
Sam Kovacs
19
13
1
Long these 3 country ETFs, Short these 3 country ETFs
(and also more new trades initiated in the Babylon Burns portfolio
Oct 20
•
Sam Kovacs
11
8
3
Babylon Burns 8 new picks: 4 long and 4 short
By now, it is no secret that the energy trade is an important one to me right now.
Oct 19
•
Sam Kovacs
16
5
1
Live with Sam Kovacs #1
A recording from Sam Kovacs's live video
Oct 19
•
Sam Kovacs
19
11
49:52
In 19 years this never happened to oil markets
Breaking down Friday’s Brent vs Dated Brent move (and why you shouldn’t trust the fake experts)
Oct 18
•
Sam Kovacs
47
9
5
Getting Started with Babylon Burns
Where to start, what I’ve called, and how to get the most out of this letter.
Oct 13
•
Sam Kovacs
30
6
2
Short Idea: Saudi Arabia, the country priced for peace.
A multi year technical pattern is lining up with the war with the Houthis and the expansion of conflict in the Middle East.
Oct 12
•
Sam Kovacs
20
8
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