Year of Value and Small cap investing
As 2021 shapes to be a year of Value and Small cap investing, many small investors would become disadvantaged. Small investors (RobinHood) tend to traffic in household names: Apple, Microsoft, JP Morgan, Tesla, McDonald’s. The winners of 2021 would be obscure, small-cap recovery stocks, that nobody cares about. How much do we discuss companies like ...
Way to go NYC!
Spotted this skilfully crafted snow gigantic statue of an octopus this night in New York Central Park!Charming, humorous and – way to go NYC! ...
Another market indicator flashing red-hot inflation and demand for Energy is Uranium
That fuel metal is making all-time highs and is +55% in 3 months.Uranium is, obviously, used as a base fuel for Nuclear power (Tesla batteries feed!) ...
Elon Musk’s public comments about Bitcoin and Dogecoin have predictably attracted tons of attention.
Hard-bent entrepreneurs like Musk have this sometimes illogic obsession with promoting their visions, they are so used to overcoming resistance to change… Their obsession with moving fast and overcoming resistance is an indispensably critical trait of success in building a successful company. Yet, that is not the case in investing which is by definition is ...
Price of Oil
Interesting milestone reached by Brent Oil today – it has touched the March 2020 highs, i.e. the price of Oil (due to the supply tightness) has exited the lockdowns… The reopening trade is inevitable? ...
Silver market “squeeze”
Silver market “squeeze” is nothing if you properly contextualize it: The run up in Silver prices of +21% last 6 months is ranked only #26 among other major commodities (f.e. Corn i s+74% and NatGas is +57%) and nobody writes about Lumber squeeze at +49%. The price return of Silver sits right between Sugar +2% and Kerosene +18%. Seriously! However, ...