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1 Pick to Profit From the Chip Shortage$84 billion! Remember that number, because that is but one contributor to the supply shortages that are emerging everywhere. As Ted outlined here, economic and fiscal policies that emerged from the Great Recession disincentivized investments across a number of industries. That means there isn’t enough production capacity to meet demand for many critical components. You’ve […]
Nickel Prices or Electric Vehicle Supply — Either Both Grow or Neither WillThe electric vehicle (EV) revolution is increasing demand for this battery metal — the forecast for 2025 shows a 400% increase. But there’s not enough supply to meet the demand. Matt Badiali talks about what needs to change to keep the future of EVs going. (3-minute read)
2018 Is Likely to Be a Big Win for the S&P 500
December 21, 2017 StocksMany investors will worry that 2017's gains won’t last and 2018 will deliver a loss. Data says those worries are misplaced.