Latest Insights on ROL
2018 Commodity Forecast: Time to Love the Hated?
December 8, 2017 Natural Resource Investor
Investors have strategies for making decisions. A common strategy for good investors — or at least those who love to tout their goodness — is to buy what’s hated. Sir John Templeton, a guy Money magazine named as the greatest stock-picker of the 20th century, characterized the opportunity to buy what’s hated as the “point of maximum […] In Times of Disunity, Remember Pearl Harbor
December 5, 2017 Government & Politics
What force galvanized that unique American unity that, with our allies, combined to defeat the Japanese and Nazi aggressors? This Is Tesla’s Real Business (It Isn’t Sports Cars)
December 5, 2017 Global Economy
I have a proposal for Tesla CEO Elon Musk: Sell Tesla’s money-losing automotive operations and focus the company where the real profit bonanza is.China’s World Reserve Currency in a World of Its Own
December 1, 2017 Natural Resource Investor
Perhaps you caught it? About five weeks ago, in The Edelson Wave, I wrote Keeping the Faith in the US Dollar. I made the case the Chinese yuan has a difficult road ahead – STILL – if it is to unseat the U.S. dollar as the world’s primary reserve currency. I did, however, make a minor concession: […] What Amazon’s Coming Fight Could Mean for Your Portfolio
November 30, 2017 Economy, Government & Politics
An awfully big antitrust trend is already in the works for Big Tech - and investors should beware of what an Amazon Antitrust fight could mean for you.