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The Rules of the Electric Car Game Just Changed in a Massive Way

September 15, 2017

Two major stories were about one of the biggest economic revolutions of our time… and they have major investment implications. One from a country and one from an automaker. (5 minute read).

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Latest Articles

September 8, 2017

I Believe I’m Right, But I Hope Robert Friedland is Right

I’m openly doubting Friedland’s copper demand projections, but I’m not betting against him. Even if my conservative forecast is right, copper is going much higher over the long term. (5 minute read).

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September 1, 2017

Freeport McMoRan Shareholders Learn a Key Resource Lesson the Hard Way

This week, the Indonesian government and major miner Freeport McMoRan reached a “settlement” where Freeport’s ownership stake in the colossal Grasberg mine will be reduced drastically. Call this how you want, but I call it nationalization. (5 minute read).

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Open Letter to Oil and Gas CEOsAugust 25, 2017

An Open Letter to CEOs and shareholders of North American oil and gas companies

Readers of my premium research service have known about this company for many months. But I’m sharing details on it – to a broad audience for the first time – with no strings attached. (6 minute read).

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Why I’m Finally Buying Copper Stocks

Copper has rallied off its 2015 lows and I believe this rally will turn into a long period of rising copper prices. To show you why, I’ll cover both supply and demand. (7 minute read).

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We’re Moving Closer and Closer to a Major Buying Opportunity in Oil

During the first half of 2017, oil and gas stocks were among the market’s worst performers. But over the last week, we saw that oil and gas stocks are still vulnerable to waves of selling that sent many big names to 52 - week lows. (5 minute read).

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Why Big Oil Will Become Big Green

If Big Oil companies want to be seen as steady dividend payers for years into the future, they are going to need to become Big Green. They are going to have to get into solar, wind, and hydroelectric energy in a big way. (6 minute read).

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