Why a New Commodity Supercycle Could Now Be Underway
Goldman Sachs thinks a new commodity supercycle could be underway. We think they might be right. If they are in fact right — which is…
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January 2021
December 2021
Why China’s Leading Tech Stocks Could Vanish from the U.S.
Many U.S. investors probably never give China a second thought. It’s just another overseas emerging market. And they may have little or no investment dollars tied to the country. But what authorities in Beijing are in the process of doing right now could have huge implications on stock markets, not just in China but around the world, and especially in the U.S.
Read nowAugust 2021
Why Gasoline Prices Are Heading Higher
If gas prices continue to rise, it will increase the cost of other goods, weaken the U.S. economic recovery, and raise new concerns about supply in the market. Naturally, the solution is to increase production here in the United States, right? The plan is the opposite.
Read nowMarch 2020
Why the Outbreak is Like a Biological EMP Attack
Last week, the markets experienced true panic. The S&P 500 saw its fastest-ever 10% correction from all-time highs; the 30-year U.S. treasury bond yield fell…
Read nowJuly 2021
Why You Need to Follow the Insiders
In February 2020, many politicians dumped large amounts of stock, knowing that COVID-19 could ravage the U.S. economy. If only there was a significant indicator that similar selling was happening at the executive levels of many public companies. Oh, wait. There is one. It’s called “insider buying and selling.” And it is one of the most important signals that you can use if you’re worried about a potential market crash.
Read nowMay 2021
Why You Should Really Be Concerned About the Gasoline Shortage (It’s Not the Gas)
A cybersecurity attack on the 5,500-mile Colonial Pipeline disrupted the supply chain and flow of driving and jet fuels across multiple states. I’m not getting caught up in the hype. I haven’t panic-purchased gasoline. Instead, I am focusing on why this event happened.
Read nowFebruary 2021
Will the Chinese Government Kneecap Tesla?
Tesla investors face many risks. One of the largest — and one of the least talked about — is China. Tesla has an extraordinary relationship…
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