The Name’s “Bond”
It is a fine line between the “pay me to wait” stage and the “risk on” stage. The Fed’s worst nightmare is a “double burst” of inflation…
January 20, 20236 min read
Archive
Research
Apply this category to weekly KII.
Sectors to Watch in 2023 Part 2: Lithium, Green Hydrogen, Uranium
This week I’ll detail several other sectors our team is researching and analysing closely for hidden gems.
January 13, 20237 min read
6 Sectors to Watch Close in 2023
Few sectors left 2022 unscathed, but several sectors are catching my attention for 2023 and beyond.
January 6, 20237 min read
Silver’s Bull Market Vengeance
As both market perceptions and monetary policy reverse, silver could be re-priced higher.
December 30, 20226 min read
Nuclear Energy and the Uranium Breakout
You may have noticed a nuclear sentiment shift in the news…
December 23, 20226 min read
An Interesting Gold Tax Loss Strategy
Today we’ll present a way to go about tax loss selling to benefit from an interesting tactic.
December 16, 20225 min read
Market Reality—Avoid Herd Mentality
People are whining about interest rates going up but haven’t at all prepared themselves for the coming market carnage.
December 9, 20227 min read
Amber Alert for All Stocks: Disclose or Die
The SEC proposed a ground-breaking new set of regulations to standardize the reporting of various climate-related financial disclosures.
December 2, 20227 min read
The Boulevard of Broken Dreams
The further tightening of monetary policy in the U.S. will lead to decreasing velocity of capital and lower growth.
November 25, 20226 min read
Another One ₿ites the Dust
This time, Bitcoin’s price drop had nothing to do with macroeconomic forces like geopolitical issues or rising inflation.
November 18, 20226 min read
Is This the Ultimate Precious Metals Bottom Indicator?
One of my sector health gauges for precious metals is looking at cash as a percentage of market capitalization…
November 11, 20226 min read
A Dead Cat and Market “Misery”
The end of October dead-cat bounce was in full swing. In a rise for the ages, returns for stocks in the S&P 500 cracked the top 20 all-time best months.
November 4, 20226 min read
