Latest Insights on LIM
The Great Global Reflation Trade
November 8, 2017 Uncategorized
A funny thing happened to commodities in October. They went up. All of ’em. Or nearly all. Enough that the CRB Index busted out like an escaped felon with nothing to lose. This index tracks a basket of 19 commodities. It’s energy-heavy – 33% by weight. But it is stuffed with everything from cocoa to […]
Rising Debt Spells ‘Warning!’ for This Bull Market November 7, 2017 U.S. Economy
What’s so interesting (and dangerous) is that it’s not mortgage debt, but all the nonhousing debt that’s leading the charge this time.
Tax Reform Won’t Boost Real Earnings November 6, 2017 U.S. Economy
Proposed corporate tax reform sounds good for earnings on paper. But, as this chart shows, corporations aren’t paying the top rate.
Tesla Can’t Make Electric Cars Without Copper November 3, 2017 Precious Metals
If the electric car market explodes, as most analysts believe, copper demand will as well. Tesla can’t make electric cars without copper…
Gene Editing: The Cure for Every Disease? November 2, 2017 Investment Opportunities
If tests on animals continue to be successful, gene editing could be the long-awaited cure for cancer, AIDS and many other diseases.






