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October 19, 2022
The Direxion TECL ETF is one of the most intriguing investment options. What do I say the timing for betting on TECL is not here yet? Click here to find out.
October 18, 2022
Wealth has grown excessively all over the world for the past 30 years or so. Can wealth grow faster than GDP in the long run? Click here to find out.
October 17, 2022
We’re underweight government bonds because yields have room to move higher, and we don’t think they can be a safe haven when recession comes. Read more here...
October 14, 2022
After the initial stages of the Ukraine crisis and amid the Federal Reserve’s aggressive hiking cycle, sector dispersion is now at 41%.
October 12, 2022
Commodities have been the best performing asset class since the COVID panic bottom in 2020. See why we think commodities have much more potential to fall.
October 11, 2022
Antero Midstream’s Q2 saw fairly business-as-usual results. Read more to know why I believe upgrading to a strong buy rating is now appropriate for AM stock.
October 7, 2022
Hong Kong is losing some of its luster as an IPO hub, and has little chance of landing a top-three place for global IPO fundraising this year. Read more here.
October 6, 2022
2023 oil market deficit is unsustainable. US oil demand is trending higher now after finding a bottom near $80/bbl WTI.
September 30, 2022
Exxon Mobil stands to benefit from increasing its cooperation with the Europeans. Click here to find out why I'm bullish on XOM stock.
September 29, 2022
Wednesday's collapse in the UK gilts shook markets and UK pensions that had leveraged assets suffered margin calls as rates increased. Click here to read more.