Latest Insights on OLO
Lowe’s Train Leaves the Depot; Saudis Go Home & The Bearish Barrage
November 20, 2019 Great Stuff
First World Problems? Saudi Crown Prince Mohammed bin Salman is having a terrible, horrible, no good, very bad year. This past month, the Saudi Arabian prince and head of state-owned Saudi Aramco learned that his newly minted initial public offering (IPO) was worth way less than he expected. Despite protests that he hadn’t even taken […] Industrial 5G Arms Race: Grab This ETF Now
November 20, 2019 Investment Opportunities, Technology, Winning Investor Daily
The advent of “Manufacturing 4.0” is going to lead to an arms race. And any arms race creates opportunities to profit. 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)