Latest Insights on COP
Elon’s Cybertruck Oops; Schwab Regroups November 22, 2019 Great Stuff Friday Four Play: The “Mutual Respect and Equality” Edition One day! I miss one day, and the Great Stuff Trade War Cycle chart swings through “market sells off on trade war fears” and into “administration hints at a resolution.” It’s a conspiracy, I tell you. Granted, the markets were grinding lower for the past four […]
Tesla vs. the World … 1 Dip to Buy Today! November 19, 2019 Great Stuff Tesla vs. the World Imitation is the sincerest form of flattery. It’s an axiom that holds true in most parts of life. Kids imitating their parents. Friends imitating your style. Investors imitating Warren Buffett. All of these things are flattering to some degree for those being copied. In some areas of life, imitation is a […]
Trade Winds Blow Cold; Karuna Matata; Boeing Under Pressure November 18, 2019 Great Stuff Chinese Sweater Weather Welcome to Monday! It’s a cold Monday too … and I’m not just talking about the weather. The U.S.-China trade war front has grown cold as well. Last week’s enthusiasm over a “phase one” trade deal all but died after President Trump signaled that he didn’t approve tariff rollbacks as part of […]
Nickel Prices or Electric Vehicle Supply — Either Both Grow or Neither Will November 18, 2019 American Investor Today, Investing, Natural Resources The electric vehicle (EV) revolution is increasing demand for this battery metal — the forecast for 2025 shows a 400% increase. But there’s not enough supply to meet the demand. Matt Badiali talks about what needs to change to keep the future of EVs going. (3-minute read)
Aurora Gets Stoned, Trade War Optimism Is Smokin’ November 15, 2019 Great Stuff Friday Four Play: The “Fighting for Optimism” Edition How bad does Wall Street want a U.S.-China trade deal? So bad that the markets are rallying (once again) on reports that a trade deal is close. Last night, White House economic advisor Lawrence Kudlow said that the two sides were making “very good progress” on a […]