Latest Insights on CF
The Squeeze of the Metal Fist January 18, 2018 Commodities
The squeeze in lithium supply is acute. The price of lithium has increased threefold since 2014. And on Tuesday, somebody stepped on the gas again.
Interview With a Value Expert January 16, 2018 Stocks
Brian Christopher is a modest person, so he won’t tell you all this himself … but he has the resume every value investor needs.
Traders Are Betting the Fed Is Wrong January 10, 2018 U.S. Economy
At least for now, traders don’t agree with the Fed. In the futures markets, traders are betting with real money that interest rates are going to decline.
Lumber Prices Give the All-Clear Signal for the Stock Market January 1, 2018 U.S. Economy
Lumber prices are an important economic indicator. High demand for lumber means homebuilders are building houses, which boosts economic activity.
This Tax Avoider Could Be the Best Stock of 2018 December 20, 2017 Stocks
Past performance isn’t a guide to the future. But it’s likely companies that aggressively used tax shelters in the past will find new ones in the future.






