Articles

TAKE-OUT VALUATIONS SAY: THE BIG MONEY IN ENERGY–IS IN THE RENEWABLE SECTOR

20 October 2022

TAKE-OUT VALUATIONS SAY: THE BIG MONEY IN ENERGY–IS IN THE RENEWABLE SECTOR

I have a hard time saying this sometimes—but The Big Money in energy is still in...

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TODAY’S VOLATILE TRADING WAS ALL ABOUT POSITIONING

13 October 2022

TODAY’S VOLATILE TRADING WAS ALL ABOUT POSITIONING

The Consumer Price Index (CPI) came out this morning (Thursday October 13,2022) and it was HOT,...

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THE DATES OF THE FED PAUSE AND THEN WHEN THEY LOWER RATES

25 September 2022

THE DATES OF THE FED PAUSE AND THEN WHEN THEY LOWER RATES

There’s so much fear out there in the Market now—but fear, like euphoria, only lasts for...

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COPPER PRODUCERS LOOK PAST THE RECESSION;WHO HAS THE BEST ALPHA

22 September 2022

COPPER PRODUCERS LOOK PAST THE RECESSION;WHO HAS THE BEST ALPHA

A few weeks back I laid out the case for copper. Yes, we are probably going into recession....

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The Silent EV Leader Nobody Knows–And It’s A Crazy Cheap Cash Cow

17 September 2022

The Silent EV Leader Nobody Knows–And It’s A Crazy Cheap Cash Cow

Renewable stocks have been on a tear. The run started when the Biden Administration introduced the...

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