Market Insights

High up in their ivory towers, the pointy shoes just realized what most of us have known for some time — high inflation is not as transitory as they have spent months convincing us. Quite a 180 from earlier this year: Federal Reserve Chairman Jerome Powell said prices would rise this

  URANIUM: NO LONGER THE KODAK OF ENERGY When we first started pounding the table on uranium years ago, the yellowcake was the Kodak of energy. Dead. Here’s how Chris captured the sentiment around uranium at the time: Right now the uranium price is so depressed that it will require a near

Last week we highlighted a SPAC merger deal involving an electric vehicle startup and a lingerie maker as a sign of how out of whack the market is right now. Well, this week we bring you another head scratcher: Rivian, a high-flying EV company pimped as the next Tesla. After

Few things describe today’s market better than this proposed “marriage” of a lingerie company with an electric vehicle startup: Would this kind of stuff be happening if interest rates weren’t forced to historical lows? We think you know the answer…   REMEMBER THE SPAC BOOM? The above merger is just the

A few weeks ago we highlighted the ironically prescient “Making Coal History” cover of The Economist. As a refresher, it literally bottom ticked the coal market. Now, they’re back with another doozy of a cover. The reason we find it so mind-blowing is because in the midst of a global

  FOOD PRICES: WHAT HAPPENS WITH OIL AT $100? Did you notice how your grocery bills have risen “a little” over the past year? Considering that what you pay in the supermarket is the end of the value chain — which is 6-12 months in the making — the prices are going