BQP 052: Tracy Shuchart
Join Chris MacIntosh as he chats with Tracy Shuchart, one of the sharpest oil analysts around, to discuss what’s in store for the energy sector.
Join Chris MacIntosh as he chats with Tracy Shuchart, one of the sharpest oil analysts around, to discuss what’s in store for the energy sector.
The world has become used to cheap money. That paradigm is about to change, and the implications for the US dollar and certain commodities will be enormous.
The meltdown in popular growth/tech stocks continues. As you probably know, the ARK Innovation ETF — the barometer of the “growth” movement — got slashed in half in recent months. But the pain doesn’t end there. One of the best examples of the tech craze must be Peloton, the firm
Insurance companies are reporting an enormous spike in young people dying. If this continues, the second order consequences could reshape markets forever.
R.I.P. OIL? The reports of my death have been greatly exaggerated. To riff off of this popular quote, reports about the (imminent) “death” of oil in the mainstream press have been greatly exaggerated, too. For a few years now, we were among the few contrarian voices saying the coming bull
IT DIDN’T TAKE LONG It was just last week when we commented on the social unrest over in Kazakhstan and said that Russia wouldn’t be the only major player to jump into the fray: China just spent nearly $28 billion securing those commodities (mostly oil and gas but also uranium)
CRAZY OR…? As you probably know, things have been a little shaky over in the “growth” world recently. So much so that ARK’s Cathie Wood — the poster child of the “growth” wave — suggested these stocks were now deep value (yes, really!). But fear not! According to Wood, they
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