Latest Insights on APA
The Great Global Reflation Trade November 8, 2017 Uncategorized A funny thing happened to commodities in October. They went up. All of ’em. Or nearly all. Enough that the CRB Index busted out like an escaped felon with nothing to lose. This index tracks a basket of 19 commodities. It’s energy-heavy – 33% by weight. But it is stuffed with everything from cocoa to […]
Stopping the Cybersecurity ‘Spiral of Death’ October 31, 2017 Investment Opportunities We can learn plenty about where the cybersecurity world is headed by following a lesson from history: More automation. Fewer people. Fewer problems.
Resistance to Tyranny Begins With the Truth October 26, 2017 Government & Politics The ability to determine truth from falsehood is essential. But in an age of tweets, fake news and digital subversion, truth is elusive.
No Year-end ‘Window Dressing’ Needed – Our Core Strategy Gains of 2017 October 25, 2017 Wall Street Front Runner Since last month’s update (9/27/17), we closed eight more trades in Wall Street Front Runner. Six “core” trades from the S&P 600: Axcelis Technologies Inc. (NASD: ACLS) … +4.8% NMI Holdings Inc. (NASD: NMIH) … +1.5% Pacific Premier Bancorp Inc. (NASD: PPBI) … +0.0% Photronics Inc. (NASD: PLAB) … -3.7% Par Pacific Holdings Inc. (NYSE: PARR) … -5.3% […]
Fraud! October 24, 2017 Hard Commodities On October 8, Kobe Steel admitted to quality-control fraud on its metal products. And make no mistake: This scandal will deepen.