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. ...
The Chinese government is run by the Communist Party. When they decide to do something it will get done. In the latest 5 year plan China will raise their nuclear energy generation from 50GW to 70 GW by 2025. That ...
Great article from the “Soveriegn Man” blog: Warren Buffett minced no words in his most recent annual shareholder letter (which came out over the weekend) when he told investors that “retirees face a bleak future.” Buffett was referring to the ...
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 ...