Around the world, demand for dirty coal keeps growing and coal prices are running like the police are after it. In light of this, it’s worth highlighting just how hated and underinvested coal equities still are today. In 2006, coal miner Peabody Energy (BTU) traded at 31x P/E and was flagged as a “burning buy” (H/T to @GringoInvesting). For

Over the last few weeks we have seen the dumping of commodities stocks like never before. The recent pull back in anything commodities-related has folks (including many of our readers) question the entire commodity bull market thesis. But volatility and risk are not the same thing. Commodities are notoriously volatile,

If you’re a long-time reader, this week’s inflation print over in the US doesn’t come as a surprise. In light of that, let’s do something a bit more practical this week, shall we? One question (or concern, if you will) we often get is how do you protect yourself in

Right now, the Western world is going through what we call a blow off top of socialism, whereby the pillars of Western civilization completely blow their credibility. The media, the legal system, the healthcare system and officials, the financial institutions, and of course, the government. As you can imagine, this

  MAGAZINE COVERS STRIKE AGAIN Ah, what would we do without magazine covers? We previously highlighted a number of instances where a mere glance at the newsstands could have alerted you to major market turning points. From a pick up in inflation that blindsided the pointy shoes to the fall of

  WHEN YOU FIND YOURSELF IN A HOLE… When you find yourself in a hole, the popular saying goes, stop digging. Not the European pointy shoes, though. They start digging even faster: In fairness, it’s not just the EU. Across the Atlantic, we have this: As we commented in a recent

  EXXON… OR ZOOM? Back in November 2020 we published an issue of Insider Weekly where we made our case for Exxon Mobil: It’s trading at the same level it was some 22 years ago, booted from the Dow, seemingly uninvestable (try to convince a pension fund board of trustees to buy Exxon),

The “popular press” tells us it’s time to buy stocks… But is it really? We highlighted Apple as an example in last week’s Insider Weekly. By all respects, Apple is a great company. Lately it looks like the dish served is apple crumble. Bottom fishing investors are screaming it’s a buy.