Latest Insights on DF
The Squeeze of the Metal Fist
January 18, 2018 Commodities
The squeeze in lithium supply is acute. The price of lithium has increased threefold since 2014. And on Tuesday, somebody stepped on the gas again. With Immigration, Compassion Must Prevail
January 16, 2018 Government & Politics
President Donald Trump may not realize it, but he may be afflicted with an inherent belief in “othering," a sort of logic that dehumanizes or devalues opposed people. 3 Threats to Amazon You Must Own Today
January 2, 2018 Investment Opportunities
A major theme I expect to emerge this year is companies pairing off with the goal of better competing against Amazon. This Aerospace Company Is Ready to Blast Off
December 27, 2017 Investment Opportunities
I believe I’ve found the best investment in the space industry right now. The company has a huge client for whom it does most of its business: NASA. The IoT Revolution Is Heating Up
December 20, 2017 Investment Opportunities
While we’ve been talking about the Internet of Things (IoT) for several years now, there’s still ample room for growth in 2018 and beyond.