Time to buy long-dated Treasury bonds says David Rosenberg. I like this interview because David Rosenberg has been a Wall Street economist for 40 years. He discusses how the majority get it wrong at economic inflection points. Great interview and ...
As I have discussed many times in the past regardless of what one thinks of the clean energy transition, investments in the sector have been terrible lately. Robert Bryce has written an excellent article with charts showing alternative energy investments’ ...
The hosts sit down with Harris Kupperman aka “Kuppy” to have a discussion about the economy and market over the next year or so. https://play.cdnstream1.com/s/bonneville/know-your-risk-radio-wit-7d7ed0/harris-kupperman-hkuppy ...
This is not a milestone the US should be proud of and is simply not sustainable. Ultimately, this will lead to money printing and inflation as the US will have no choice but to debase the currency or face insolvency ...
A fictional email from Warren Buffet on the virtue of patience in investing Dear Investor, I hope this email finds you in good health and high spirits. I wanted to take a moment to discuss an important virtue that has ...
Over the last few years, Environmental, Social, and Governance (ESG) funds and investments were all the rage. At the time, I said these were Wall Street’s current fashionable investment themes. The street always comes up with a new flashy investment ...
I discussed gold and whether it was time to buy it in this week’s Weekly Market Update video on YouTube. Honestly, I have not been as successful in buying junior gold mining stocks as in other resource stocks. That may ...
The World Nuclear Association held its annual symposium last week in London. One of the essential news items from the meeting was the release of the Association’s Nuclear Fuel Report. The report stated that uranium demand is likely to surge by 28% ...
I was recently interviewed by the Wandering Investor. We discussed why I am particularly bullish on oil and offshore oil services. ...
