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Latest Insights on TSM

One 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. Lumber Prices Are Falling, Spelling Trouble for the Economy
by Michael Carr January 3, 2019 Soft Commodities
One 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.
I believe the long-awaited bear market started in October. That’s consistent with my forecast for a recession in early 2019. Lumber Prices Show How Bad the Economy Will Get
by Michael Carr January 3, 2019 Soft Commodities
One 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.
The 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. This Is 2018’s Market Narrative of the Year
by Ian King December 14, 2018 Global Economy
The 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 Super Bowl indicator's accuracy is impressive, but some analysts will incorrectly claim it’s meaningless because they don’t understand how it works. The S&P 500 Taps This Team to Win the Super Bowl
by Michael Carr January 17, 2018 Stocks
There’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.
There 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. The Dangers of Investing in Value Traps
by Jeff Yastine October 18, 2017 Stocks
There 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.

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