Confrontation Between the U.S. and China is Beginning to Heat Up
Relations between the United States and China are on a downward slope, and tensions are on an upward slope. This has been true for…
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Breaking Down the ‘Big Market Delusion’ in EV Stocks
Wild and weird developments continue to unfold in the electric vehicle (EV) space. For instance, Elon Musk gave himself a new official title…
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Imagining Bitcoin as a FANG Stock
In the TradeSmith Daily for Oct. 12, 2020, we wrote: If you haven’t bought Bitcoin for the first time yet,…
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Europe is Facing a New COVID Nightmare (With Negative Implications for EUR/USD)
On Feb. 17, we said America is Winning the Vaccine Race. A month later that assessment has proven spot-on. While the United States…
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Food-Price Inflation Could Trigger the Next Global Crisis
If we had to identify a likely cause for the next global crisis, it would be food-price inflation — particularly in emerging markets and…
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R.I.P Bond Bull Market , 1981-2021
Something momentous happened on Friday of last week. The greatest bull market in history likely came to its end. We are not talking about…
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Things in the Stimulus Bill: Free Health Care, Pension Fund Bailouts, and UBI for Kids
The American Rescue Plan Act of 2021 — or American Rescue Plan for short — has been signed into law. You can read the…
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The ‘Bitcoin is Bad for the Environment’ Argument is an Intellectually Dishonest Red Herring
Whereas a cat has nine lives, Bitcoin appears to have 400-plus and counting. 99Bitcoins, a crypto site, has a “Bitcoin Obituaries” page that…
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The US Dollar Will Rip and Run in 2021
In 2020, arguably the single best asset to own in size was Bitcoin. For the coming year, that could easily hold true once again,…
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The Pain for Tech Stocks is Only Just Beginning
The bursting of the tech bubble has taken down the Nasdaq, but left the Dow intact. This has created the greatest divergence between the…
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