Businessweek says on its cover that sneakers are a “new asset class”. Valuations for most assets are through the roof. People with no idea how markets work and no knowledge of valuing companies or understanding what they are buying are ...
Link: Really great interview of one of my favorite money managers. Bill Smead is a true contrarian and value investor. In this interview with Meb Faber (another guy I suggest you follow) they discuss: Why he believes the market is ...
I discuss the recent cold snap in Texas and the reasons why generating plants were not able to deal with the abnormal cold weather the state experienced. Copper above $4 a pound and French oil giant says we need massive ...
Our good friend Justin Huhn, also known as Uranium Insider allowed us to reprint his recent email to his email list. The title of the post is, “Uranium and Uranium Shares: Where Do We Go From Here?” If you are ...
A bit of a riff on REM’s song title “It Is The End Of The World As We Know It.” Lot’s of talk in the media recently about the end of fossil fuels and energy transitions. How realistic is this? ...
I am sure you have heard about the WallStreetBets crowd short squeeze on Gamestops stock over the last two weeks. We have also been deluged bey the media with anecdotal stories about the guys that turned a few thousand dollars ...
Oilprice.com: Goldman Sachs had another bullish message for oil markets this week, saying in a note that it expected global oil demand to recover to pre-pandemic levels of 100 million bpd by August this year. According to Goldman, the oil ...