The recent banning of natural gas as a heating and cooking energy source, in California, seems like a great idea if one has the desire to lower carbon dioxide emissions. What if the electricity that replaces the natural gas ...
US Global Investors: All of this is positive economic news that tells me we’re more than ready to put the pandemic in the rearview mirror. For the first time since this, all started a year ago, more than one million ...
Readers may know that I am extremely bullish on the economy of Uzbekistan. I am invested in the country via the AFC Uzbekistan Fund. The recent monthly report from the fund administrators just validates my optimism on the future of ...
What has been will be again, what has been done will be done again; there is nothing new under the sun.~Ecclesiastes 1:9 The above chart shows the fiscal and monetary response by the US government and Fed to the Covid-19 ...
In this week’s video, I discuss all of the great news around the economy opening up and travel returning to normal. This will mean higher oil demand which means higher oil prices. Longer-term we are facing an impending energy crisis ...
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 ...