Latest Insights on MO
This Is 2018’s Market Narrative of the Year
December 14, 2018 Global Economy
The narrative is the main idea that guides how we think about the markets. And how we think about the markets is equal to how we invest. Rio Tinto Is the Tesla of Mining, Developing the Mine of the Future
December 14, 2018 Technology
Mining has seen few advances in the last half-century. Most dangerous jobs are still done by humans. But now one company is challenging this dated paradigm. Billionaire Chase Coleman Loves This Stock…
December 13, 2018 Investment Opportunities
The so-called Tiger Cubs manage many of the world’s top hedge funds. And you can make a lot of money investing with people who know what they’re doing. Traders Ignored the Fed Chairman’s Warning
December 13, 2018 U.S. Economy
Traders were right that Fed Chairman Jerome Powell's recent speech was important. But buying stocks was the wrong reaction. Unemployment Reaches Bottom, Nowhere to Go But Up
December 13, 2018 U.S. Economy
An indicator with an impeccable track record has all but triggered a countdown to the next recession. It warrants caution.