Latest Insights on PM
It’s Not Solar Power’s Time to Shine … Yet April 17, 2018 Natural Resource Investor, Technology
Solar has been the future of energy for over a decade, but it has struggled to deliver power today. And there's a mix of reasons for falling sales.
Stock Buybacks Keep Managers From Destroying Wealth April 17, 2018 Economy
Several weeks ago, I concluded that rewarding shareholders with buybacks and dividends is the best choice. Now, I want to explain why the other choices both destroy wealth._
Friday the 13th Could Turn Into a Horror Film for the Market April 12, 2018 Investment Opportunities
With all of the volatility we have seen of late, and with this quarter expected to reflect the benefits of the tax cuts, I hope this Friday doesn’t turn into a horror film for the market.
The Massive Rally in Oil Is Just the Beginning I'm going to outline a pocket of strength that will endure and even flourish in these changing market conditions. And it comes from the much-maligned oil sector.
2 Lithium Picks on the Launchpad March 22, 2018 Commodities, Investing
The lithium supercycle is stoked by the electric vehicle (EV) mega trend. But every forecast for EV adaption has been too low. I can’t emphasize this enough. Every. Single. One.






