In this alert we’re tackling three potentially catastrophic scenarios that could leave the average investor curled up in the fetal position and in need of counselling. We’re thinking through how best to be positioned should any of them occur. The answer may surprise you as it’s a position we’re more
Welcome back! Look at this beauty. Sunrise over the Atlantic in northeast Florida (courtesy of Stephen). In This Week’s Musings and Observations: Should we be even thinking about a bear market or crash? It is the bond market to watch out for, not equities European consumer confidence is close to a record high Folks
Welcome back! This week is just too difficult to pick a winner in the stunning photo category. A collage, therefore, is in order. My collage skills are right up there with my yoga skills – not so much. Left to right and top to bottom. First up, the Scottish highlands
Welcome back! I promised it… and here it is: Cobalt. The Trade Buy a basket of cobalt-focused stocks: First Cobalt (TSX) Ardea Resources (ASX) Cobalt Blue (ASX) GME Resources (ASX) Ecobalt (TSX) This is part-deux of our electric vehicle trade Alert. The first part, published two weeks ago, focused on
Welcome back! This sunset shot was taken from the living room of your fellow Insider member Pedro from his apartment in New York overlooking the east river from Manhattan. For the uninitiated (newer members) and for all members, a reminder. In each issue of the Weekly, I share with you
Welcome back! Sunrise in Hong Kong courtesy of your fellow member Michael Birley. Actually, you can go listen to my conversation with Michael about the shipping industry here. This Week’s Musings and Observations Contrarian signs in commodities Oil and the big squeeze The perils of the common narrative Deutsche Bank becoming the
Ok. I promised it and here it is. I’m going to call this part 2 to the rare earths metals sector alert. I’ll be leaving the cobalt space for a party all on its own. That beauty is coming to you, too. Be patient with me, ok? Right, so you
Welcome back! This week, we pay tribute to Danny Devito — we’re shorter than normal. I’ve got an alert for you later this week as well as two separate conversations I recorded. One on shipping with a fellow Insider member who’s spent the last 42 years navigating (excuse the pun) the shipping
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