Latest Insights on META
This Unloved Metal Is Starting to Climb in Price
August 1, 2017 Precious Metals
I want to pass along what I believe is the single best story in mining today: the underinvestment in critical metals. Geologists & Commodity Sotck Analysts Are Investing in Platinum
July 28, 2017 Precious Metals
The demand for this metal has exceeded supply since 2013. Supply is down again this year. However, the price hasn’t responded the way we expect it to … yet. 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. Gold’s Seasonal Uptrend Just Started … But I’m Still Short Gold
July 21, 2017 Gold
The 10-year seasonal uptrend started on July 9, and, like clockwork, prices jumped. But I’m still short gold prices. Here’s why... Netflix Tops 100 Million Subscribers … But Can Its Spending Spree Continue?
July 19, 2017 Investment Opportunities
Netflix is on pace to spend about $13 billion over the next three years. That’s more than the annual gross domestic product of some countries.