What I wanted to share with you today is that I love when multiple analyses all point to the same outcome — natural gas prices rising.
Category: Natural Resource Investor
It’s Not Solar Power’s Time to Shine … Yet
Solar has been the future of energy for over a decade, but it has struggled to deliver power today. And there’s a mix of reasons for falling sales.
2018 Commodity Forecast: Time to Love the Hated?
Investors have strategies for making decisions. A common strategy for good investors — or at least those who love to tout their goodness — is to buy what’s hated. Sir John Templeton, a guy Money magazine named as the greatest stock-picker of the 20th century, characterized the opportunity to buy what’s hated as the “point of maximum […]
China’s World Reserve Currency in a World of Its Own
Perhaps you caught it? About five weeks ago, in The Edelson Wave, I wrote Keeping the Faith in the US Dollar. I made the case the Chinese yuan has a difficult road ahead – STILL – if it is to unseat the U.S. dollar as the world’s primary reserve currency. I did, however, make a minor concession: […]
Trade Alert: Time to Bet Against the Price of Crude Oil
We made some nice gains by betting on the rising price of crude oil. But now is the time to make the opposite bet: The price of crude oil looks due for a decline. The rise of benchmark WTI crude oil to $58-per-barrel was helped by the increasingly bullish sentiment for the oil industry. Naturally, […]