Latest Insights on AFRI
Don’t Fall for the Palladium Rally … Why It Will Tank January 20, 2020 American Investor Today, Commodities, Precious Metals The best-performing commodity of the past decade wasn’t corn, oil, silver or even gold. It’s a metal that is critical to the auto industry today. But contrarian Matt Badiali explains two reasons the hot commodity’s rally will end by August. (3-minute read)
China’s Contagious Optimism; Oppenheimer Bombs Tesla Shorts January 13, 2020 Great Stuff Phase 1 Signing = Phase 1 Optimism It’s trade deal week! Are you excited? Yes, dear reader, the much-hyped “phase 1” U.S.-China trade deal will finally be signed this week. It’s about time, I must say. In case you’ve been trapped behind a wall, I put all the nitty-gritty details together in bullet points below […]
Netflix Catches the Golden Snub January 7, 2020 Great Stuff Hollywood’s Irrelevant Awards So, the Golden Globes happened this weekend … and nobody cared. Granted, the award show happened in the middle of the U.S.-Iran escalation, so not many people were paying attention anyway. But now that the situation with Iran is starting to die down a bit on Wall Street … nope. No one […]
Boeing’s New Digs; China Seeks Pigs December 23, 2019 Great Stuff It’s Time to Pig Out on China Forget the bull market … it’s time to look at the pig market! Starting in January, China is cutting import tariffs on more than 850 products. Those products will range from avocados (Do the Chinese do avocado toast too?) to semiconductors to pork. Diving into a few key […]
Walmart Soars, Disney+ Roars and Trade Tears Pour November 14, 2019 Great Stuff You Better Stop, and Look Around… Here it comes. Here it comes. Here comes your 19th market breakdown. Oh, who’s to blame. These trade talks are just insane. Last Friday, I warned that President Trump was getting tough on trade with China once again. Following a week of speculation on tariff rollbacks, Trump made it […]





