Latest Insights on SIG
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 […]
Businesses Are Parking Cash Until Trump’s Tax Reform is Announced December 7, 2017 U.S. Economy Talk of tax reform created uncertainty. Businesses make money by waiting to see if tax rules change next year, or in 2019 under the Senate’s plan.
Corporate Tax Rate Cuts Will Create Huge Opportunities December 6, 2017 U.S. Economy The recent tax bill that was passed lowers the corporate tax rate from 35% to 20%. That will make a huge difference to companies that spend a lot of money.
Historic Month for Gold: Get Ready to Grab Aluminum Gains December 6, 2017 Natural Resource Options Alert We have two trades with open gains and two with an open loss. Fortunately, the gains outweigh the losses. And I expect more upside ahead for each. Three of the four trades expire in January, so we have some time with those. However, one of the positions that is down expires at the end of […]
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?