We argued before in these missives that magazine covers are one of the best contrarian indicators out there. This time around, we take our cues from last weekend’s Super Bowl, namely the myriad of crypto ads. The fact that it was called “the Crypto Bowl” in the popular press speaks

  PUTTING THE DOT IN DOT-COM If you’ve been around during the dot-com craze, you’ll remember market darling Sun Microsystems. “We put the dot in dot-com” was their marketing slogan. As it turned out, they really did put the dot in dot-com (though not in the way they’d probably hoped). This

  IT’S BACK! The Big Question podcast is back! After a four-year hiatus (can you believe it’s been that long?), Chris sat down with oil analyst Tracy Shuchart (@chigrl) to discuss opportunities in energy and commodities. Tracy is an oil analyst by trade, but her independent thought and fearlessness of digging

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

  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

This week we’re swapping the stock charts on our screens for endless reruns of Home Alone, Grinch, and Die Hard with our families. That’s why we’re dusting off an old Christmas post Chris wrote back in 2010 (gosh, has it really been 11 years?!). It’s a deep dive into Santa’s