The Robinhood Retail Mania Has Now Gone Global
On July 13 we explained how Silicon Valley engineered a retail trading mania. As it turns out, the mania has gone global. “India’s retail…
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News
July 2020
September 2021
The Shortage of Everything Strikes Again
Last Thursday, Nike reported earnings. It slipped on revenue, and shares fell more than 6% on Friday. What went wrong? A serious challenge that I expect will hit many companies as earnings season begins in October: supply chain congestion.
Read nowDecember 2020
The Solarwinds Hack Looks Increasingly Like an Act of War
The Solarwinds hack that broke into U.S. government agencies, along with hundreds of Fortune 500 companies, is increasingly looking like an “act of war” per…
Read nowJanuary 2021
The SPAC Supernova Will Likely End With a Spectacular Collapse — But Not Yet
The Special Purpose Acquisition Company, or SPAC for short, had a supernova kind of year in 2020. The after-effects could be felt, in a bullish…
Read nowJuly 2020
The Spectacular Twitter Hack is a Harbinger of Cyberwar
Twitter fell prey to a spectacular hack on Wednesday, July 15. It appears to be an “inside job,” with the hackers using a form of…
Read nowSeptember 2021
The Story Behind Uranium’s Price Breakout
Today, I want to walk you through why uranium is back in the news and why the price continues to break out to levels we haven’t seen since 2016.
Read nowMarch 2021
The Suez Canal Jam-Up is More Fuel to the Fire for the Bullish USD Outlook
One of the world’s largest container ships, greater in length than the height of the Eiffel Tower, is stuck in a narrow canal. It is…
Read nowDecember 2019
The Super-Rich Are Going Bananas: Evidence of a Mania
Are we living in a time of mania? Quite possibly yes. To give you a spoiler for where we’re going, new evidence has come…
Read nowMarch 2021
The Time is Right for the U.S. to Aggressively Confront China
A general tone of conflict with China is escalating now — not just in respect to China versus the United States, but China versus Western…
Read nowOctober 2020
The Tweet that Tanked the Stock Market
On Tuesday, Oct. 6, President Donald Trump did something mystifying. He tanked the stock market — and created a sense of panic among millions of…
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