Latest Insights on ACI
New Russia Mess: 3 Takeaways for Investors Big impact on defense stocks, gold and oil July 31, 2017 Uncategorized Russia scandals and paranoia continue to dominate the news cycle, disrupt Congress and plague the White House. Yet, ironically, it seems there are still few people inside or outside the Beltway who truly understand Russian-American relations. Seven days ago, I presented three alternative theories: (1) Russia as an ally, (2) Russia as a Cold War adversary, […]
Geothermal Energy Will Grow 70% in the Next 4 Years July 27, 2017 Investment Opportunities Geothermal energy is cheaper than wind and solar, as well as fully renewable and clean, and it can be harvested almost anywhere in the world.
Clean Energy Is Beating Oil July 27, 2017 Investment Opportunities Conventional wisdom tells us that cheap oil should make alternative energy sources unattractive. But clean energy stocks are defying conventional wisdom.Three Theories about Russia: Ally, Cold War Adversary, or Enemy #1? July 24, 2017 Uncategorized One year ago, as the crisis in the Ukraine was dying down, Russia was barely on the radar screen of U.S. news outlets. If it appeared prominently in more than one daily news cycle per month, it was unusual. Moreover, few people understood the country, its domestic politics or its foreign policies. Fast forward to […]
Investing In Natural Gas Companies When Prices Drop 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.





