Educational

Bitcoin Will Not Replace the U.S. Dollar (It Will Do Something Better Instead)

Jan 13, 2021

As the institutional world starts taking Bitcoin seriously, new questions are emerging. For instance: Will Bitcoin replace the U.S. dollar? Will it push aside major fiat currency competitors? Could Bitcoin usher in a fiat-free world? In our view, the answer is “no” three times over. The destiny of Bitcoin is not to replace or dominate fiat currencies. It is to…

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Brexit is Finally “Done” — as Britain Heads into the Great Unknown

Jan 31, 2020

For three-and-a-half years — ever since the historic referendum vote on June 23, 2016 — Britain has been in a state of emotional turmoil over Brexit. The painful saga of whether to accept Brexit, what kind of Brexit it would be, and what kind of deal would be negotiated seemed to drag on interminably, like a dental procedure that never…

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Brilliant Billionaires Keep Buying Bitcoin

Nov 12, 2020

When smart people look at Bitcoin, they wind up buying it. This seems to be happening with clockwork-like regularity now. It feels like every other week or two, if not every other day or two, some new individual or entity, known for excellence in their domain of expertise, is buying BTC. The latest example of this is Stan Druckenmiller, a…

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Britain’s Green Industrial Revolution is a Sign of the Investing Times

Nov 23, 2020

“Imagine Britain when a Green Industrial Revolution has helped to level up the country,” wrote U.K. Prime Minister Boris Johnson in a Financial Times opinion piece on Nov. 17. “You cook breakfast using hydrogen power before getting in your electric car, having charged it overnight from batteries made in the Midlands,” Johnson went on. “Around you the air is cleaner;…

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Can the U.S. Economy Support Oil Prices at $200 Per Barrel?

Oct 11, 2021

This week, JPMorgan Chase forecasted a scenario where oil prices top out at $200 per barrel or higher. But is such a price outcome even possible? And what would it mean for stocks?

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Central Banks are Confirming a 71-Year-Old Prophecy from Austrian Economics

Mar 03, 2020

On Monday, Feb. 2, 2020, the Dow Jones industrial average roared higher by nearly 1,300 points. The single-day rally was the Dow’s best day in more than a decade. And the Dow was only one part of it. Stocks in general were up big on Monday in the anticipation of central bank stimulus. The story is well known: When things…

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China is Using its Currency to Stockpile Copper and Grains

Jan 25, 2021

In the TradeSmith Decoder model portfolio, we have a large position in a top-tier copper miner that was up more than 190% as of last Friday’s close. For that we say: “Thank you, China.” There are other crucial factors driving the price of copper higher — and grains, too — but China is a big one. China has been using…

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China’s Coronavirus Stats Can’t Be Trusted

Apr 01, 2020

The coronavirus data coming out of China is manipulated, and possibly outright false. We know this, in part, because a Chinese health official has admitted as much. There have also been questions and red flags around China’s data reporting from very early on. This matters because China’s coronavirus statistics — the number of cases, the number of fatalities, and the…

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China’s Property Problems Come Home to Roost

Sep 21, 2021

China is facing a potential Lehman Brothers moment with the impending failure of its second-largest property developer. Let me explain the saga of a company called Evergrande, and the possible impact of a looming debt default.

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Bulls and Bears in the Casino Space

Oct 07, 2021

With people moving past COVID-19, I anticipate a big rebound in the gambling industry. But I have to know which companies have momentum and which do not. Today, I want to talk about a pair of stocks that represent each side of that coin.

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