Latest Insights on CEI

As I discussed back in April, our opportunity was to short natural gas by owning consumers that rely on natural gas for fuel. Turns out, my thesis works. Investing In Natural Gas Companies When Prices Drop
by Matt Badiali July 21, 2017 Hard Commodities
As I discussed back in April, our opportunity was to short natural gas by owning consumers that rely on natural gas for fuel. Turns out, my thesis works.
What the Midterms Showed Us Is Gerrymandering a Threat to Democracy? The U.S. Supreme Court's upcoming decision on gerrymandering could have a major impact on future U.S. elections. But will it really change anything?
Wall Street Rushes Into Global Stocks
by Jeff Yastine July 12, 2017 Global Economy
The global bull market isn't finished, but sometimes it helps to step away from where the action’s been hot and look for fresh opportunities elsewhere.
You cannot just pack up a gold mine when trouble starts. New political regimes, new laws, heavier taxes and wars have all destroyed mining companies in the past. Political Risk Is a Major Problem for Mining Investors
by Matt Badiali July 11, 2017 Gold
You cannot just pack up a gold mine when trouble starts. New political regimes, new laws, heavier taxes and wars have all destroyed mining companies in the past.
If you’re at or near retirement, you’ll almost certainly get the Social Security benefits you’re due under federal law. But what about your grandkids? Forget Social Security. Start a Kiddie Roth
by Ted Bauman July 10, 2017 Retirement
If you’re at or near retirement, you’ll almost certainly get the Social Security benefits you’re due under federal law. But what about your grandkids?

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