Latest Insights on LDI
The Big Ag Boom July 25, 2017 Investment Opportunities It’s a bull market in Big Agriculture, also known as Big Ag. The business of growing the crops that feed the world is booming.
Investing In Natural Gas Companies When Prices Drop July 21, 2017 Hard Commodities As I discussed back in April, our opportunity was to short natural gas by owning consumers that rely on natural gas for fuel. Turns out, my thesis works.
Gold’s Seasonal Uptrend Just Started … But I’m Still Short Gold July 21, 2017 Gold The 10-year seasonal uptrend started on July 9, and, like clockwork, prices jumped. But I’m still short gold prices. Here’s why...
CEOs Shift the Blame Before Stock Prices Start Falling July 18, 2017 U.S. Economy In calls with analysts, 61% of companies warned that the strong dollar is a cause of concern. CEOs might be trying to manage expectations.
The Smart Money Is Nibbling at Oil July 13, 2017 Oil The headlines are clear: Oil will never be able to pull out of this bear market. But there are some bullish investors in the market.





