Latest Insights on TSM
Lumber Prices Show How Bad the Economy Will Get
January 3, 2019 Soft CommoditiesOne 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.
This Is 2018’s Market Narrative of the Year
December 14, 2018 Global EconomyThe 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.
The S&P 500 Taps This Team to Win the Super Bowl
January 17, 2018 StocksThere’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.
The Dangers of Investing in Value Traps
October 18, 2017 StocksThere 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.