Even large institutional players like Brigdewater were pushed to the sidelines in 2022. But now, they’re eager to make up for losses, and you can profit from that desperation. Just look at how desperate they are to make up for missed opportunities last year. After The Q1 Meetings, Institutional Players Asked Portfolio Managers To […]
Remember BudLight’s Dylan Mulvaney marketing campaign that sparked a nationwide boycott and shaved $26 billion off parent-company Anheuser-Busch‘s market value? Yes, the BudLight Boycott. There’s more to the story. On the one hand, Bud Light sales are down 26% year over year. Their U.S. sales tanked significantly, and they’ve had to make good with their […]
For years, scientists said a “room-temperature superconductor” that conducts electricity without any resistance could have enormous implications for… Energy generation and transmission, transport, computing, and more. And now, in what’s been an excellent year for science fiction nerds…. (VR, aliens, space internet, flying cars, and season 5 of The Grand Tour; Euro crash)… A group […]
I’m not surprised Fitch finally downgraded the U.S. credit rating to AA+ from AAA+. The main reason that didn’t happen right after the S&P downgrade in 2011 is because… The dollar retained its position as the world’s reserve currency. But that “exorbitant privilege” — as the French put it — can vanish in a flash […]
You know how it works in the movies. The lead thug fakes a punch, but the good guy doesn’t flinch. Because he has an edge over the bad guys, and the fight always ends like this: It’s the same with building wealth in this economy. The market will always fake punches, but when you know […]
It was a slow afternoon for me as the markets worked through a multi-week pullback. But out of nowhere, my chimes ring. The standing order I had on for five months was finally filled. This position had been a nagging pain inside my trading account… And I finally cleared it for a double. Here’s the […]
After Saudi Arabia and Russia deepened oil cuts last week… The energy market is expected to deliver bigger returns in the final five months of 2023. As discussed in my last email, companies that will profit are those that handle the extraction, transport the crude and charge a premium for refining it into usable products. […]
You can’t turn on the news without hearing about the end of fossil fuels. Yet, clued-in investors like Warren Buffett are doubling down on oil investments. Since the first quarter of 2023… Buffett has bought an additional 29.7 million shares of Occidental Petroleum. The bet paid off nicely, and he intends to buy more. Why? […]
