Latest Insights on TSM

January 3, 2019 Soft Commodities
One story some analysts are missing is the price of lumber. After surging to a new all-time high in May, futures prices fell 48% by the end of the year.
December 14, 2018 Global Economy
The narrative is the main idea that guides how we think about the markets. And how we think about the markets is equal to how we invest.
January 17, 2018 Stocks
There’s a reason the Super Bowl indicator works. And since it does work, that means we can even use the stock market to predict the Super Bowl.
October 18, 2017 Stocks
There are two kinds of stocks: those with value, and those that are value traps. What’s the difference? The epic debacle of one hedge fund offers clues.
June 14, 2017 Investment Opportunities
Goldman Sachs revealed the results of its experiment with artificial intelligence. If I were an investment banker, I’d be very worried right about now.