Whenever I am interviewed I am inevitably asked what books I would recommend. Below is a list of my favorite investment books or books related to investing and business. I also like to read about old school guys who built ...
Bassoe Analytics thinks so: Despite continued significant challenges in the offshore rig market, there has now been an increase in offshore rig demand for three consecutive months, rising by 15 rigs between December 2020 and March 2021 (see Figure 1). ...
The Biden regime may have to bring back the stupid Whip Inflation Now buttons from the 1970’s as indicators continue to pile up that inflation is preparing to make another major appearance in our economy. Recent polls show that 77% ...
Record drought conditions are currently being experienced in the US Westers states. Terms such as “dust bowl” are being used. We have been spoiled by record crop yields and great growing conditions in recent years. Is this getting ...
People have been contacting me asking my opinion on various junior resource companies. This typically happens when there is alot of news in a sector or the stocks have recently run. To be honest I don’t do much analysis of ...
In the past this has been a decent precursor to actual inflation showing up in the economy. People may not be professional economists or understand the monetary systems but they are recognize patterns. Prices for what people need and want ...
I had a guy who watches my youtube videos reach out and share a short book he had written about the uranium business. Here is a link to the Reddit channel where it is posted. It is a pretty good ...
Many people have the view that during inflation gold is the best performing asset. Gold will do well during inflation. However, history shows that energy stocks are the best performers during an inflationary period. Another example of Mark Twains axiom ...
Jesse Felder interviews Adam Rozencwajg: Back in October of last year, I had the pleasure of discussing the “generational opportunity in energy stocks” with Leigh Goehring. At the time, he made a very compelling investment case for the energy sector ...
As commodities rip higher across the board, gold and silver continue to lag. Am I ready to throw in the towel on precious metals? Not yet unless I think gold and silver will not do what they have always done. ...