Latest Insights on CF
My Top Play for Our Uncertain Energy Future March 4, 2022 Big Picture. Big Profits., Global Economy, Investment Opportunities, Oil Global markets are feeling whiplash as Europe severs financial ties to Russian gas and oil providers. The race to renewables is on, but will we get there before a major economic slowdown? In today's weekly recap, Ted dives deeper into the war for our energy future and shares his favorite pick for weathering the current storm.
This Could Have Prevented the Tragedy in Ukraine March 4, 2022 Investing, Trading Strategies, True Options Masters Our readers had some heated reactions to Mike Carr's piece on the Russian invasion. Today, he clears the air...
The 1st War of the Globalized Era March 1, 2022 Big Picture. Big Profits., Investment Opportunities, News Would World War II have come as quickly as it did? Probably not. In reality, Germany was already isolated. After 1933, the Nazis moved to make the country self-reliant. Everything went to Hitler's war machine. Germany didn't depend on Europe for anything in 1939, and vice versa. From its spurious historical rationale to its bloodiness, Vladimir Putin’s invasion of Ukraine is a carbon copy of Hitler’s invasion of Poland (with one exception: Putin's blitzkrieg appears to be failing in the face of fanatical Ukrainian resistance).And yet, Russian commodities still flow westward. Although Western sanctions have ratcheted up faster than I expected, there are still big carve-outs for Russian energy exports.
My Top Strategies and Sectors to Weather Volatility March 1, 2022 Investing, Trading Strategies, True Options Masters It's time to prepare for a bounce! Whether you're following a relative strength or mean reversion strategy, these are the sectors to trade...
3 Key Plays as Commodities Go to War February 28, 2022 Big Picture. Big Profits., Global Economy, Investment Opportunities, News It may not be World War III out there, but Russia’s invasion of the Ukraine is already sending aftershocks through the world’s commodities markets. In this week’s episode of Your Money Matters, Ted Bauman and Clint Lee take a closer look at what’s happening as sanctions set in and supply chains are stressed in real time. Perhaps more importantly, they share three key plays to help defend and grow your portfolio as the consequences of Russia’s war ripple through the global economy.





