Art Berman: The Wall Street Journal’s recent editorial “How America Broke OPEC” shows that even high-quality journalism is susceptible to the contagion of alternative facts. It is a propaganda piece about how the underdog U.S. oil industry miraculously rose ...
Adventures In Capitalism: (skip) It seems that 2018 is the year when investors have finally grown tired of underperforming while overpaying for that privilege. The redemption requests are coming in hot and heavy. What happens when you have redemptions? You ...
C2C Journal: Excellent article on energy use and the hypocrisy of most environmentalists. (skip) Jeff Bezos of Amazon is another prominent figure generating a pretty massive carbon footprint. Picture a university student bouncing out of bed on a Sunday morning ...
New York Times: Moving to prop up prices, OPEC and its oil-producing allies agreed on Friday to cut production by 1.2 million barrels a day despite pressure from President Trump to maintain current output levels and keep prices low. Saudi ...
I wrote earlier this year about the greatest contrarian play of all time. The fact that the earth is in fact cooling and not warming. One of the people I profiled was Dr. Valentina Zharkova’s work on global cooling and ...
Oil has now been down ten trading sessions in a row. This has never happened before. Is this oil price collapse a warning of slower economic growth or a confluence of events that are temporary? In this week’s ...
I am a little late on this as I have been busy with other endeavors. Nevertheless here are the top five most undervalued markets: Czech Republic Russia Spain Portugal Poland And the most expensive markets: Denmark US India Ireland Switzerland ...
Back in mid July I wrote an article “Why Zimbabwe Is Back On The Investment Radar” discussing the then upcoming elections in Zimbabwe. The gist of the article was that if the elections were conducted above board and the international ...
Mongolia, Unrealized Potential The best course of action when discussing Mongolia and its potential is to just get to the point. The country has a population of 3,121,772 and is sitting on an estimated $1.3 trillion in mineral wealth. That ...
One of the first things I noticed when I began my investment newsletter was that many of the other newsletter writers I encountered seemed to focus on giving their readers a fish (stock picks) rather than teaching them how ...