Latest Insights on CAL
Rising Oil Prices Are Creating New Opportunities
September 28, 2018 Global Economy
Oil is going to $100. Bank on it. I know I’ve harped on alternative energy as the way of the future numerous times in the past. That’s still true. Alternative fuel cars are still going to dominate the roadways, even electric cars — Elon Musk’s run in with the U.S. Securities and Exchange Commission won’t […] Political Turmoil Creates a Tight Squeeze in Crude Oil
September 28, 2018 Global Economy, Stocks
The Wall Street Journal called me yesterday. A reporter wanted my thoughts on why the oil price “suddenly” started surging. I laughed. I couldn’t help it. You see, with all the other news stories out there about trade wars, tariffs, interest rates and the Kavanaugh hearing, the oil market was kind of forgotten in the […] The Emerging Market Crisis Could Topple Oil Demand
September 27, 2018 Global Economy
It was November 2016. My colleagues and I convened to discuss our biggest and best ideas for the various markets in the years ahead. One of my ideas was “peak demand.” I believed we could approach a point in a few years when global oil demand growth slows down. The world will not stop using […] Medicare’s New Smart Card Technology
September 26, 2018 Technology
A bipartisan health bill seeks to greatly deter the $60 billion abuse and fraud within the Medicare program with the use of smart card technology. Trump is a Contrarian Indicator for Investors
September 26, 2018 Stocks
When the efficient market hypothesis was developed, no one predicted Twitter. More specifically, no one predicted President Donald Trump’s use of Twitter.