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Managers at Rivian, an electric truck company that has not built a single vehicle, are out scouting for a second factory location. It helps to have investors with deep pockets and a hot...
The yield on the 10-year Treasury bond hit 1.14% on Tuesday, and institutional investors completely lost their minds. Let’s take this for what it really is: a great opportunity to buy cyclicals at...
Like a monster from an old creature feature, an ugly beast once again looms over Wall Street. I’m talking about inflation. And if I needed any more confirmation, this week’s consumer price...
One of the most important megatrends that I see is the expansion of artificial intelligence (AI). It’s increasing productivity, taking over jobs and driving innovation. In the next decade, AI will...
I’ve had my eye on mining metals for a while, and it looks like there’s an especially great opportunity to jump in now. With the economy getting back into full stride and the U.S. looking to...
The “Money Flood” is a massive wave of cheap liquidity and abundant stimulus, the likes of which we’ve never seen. I’ve said over and over that it’s pointless to fight it. Your best bet is to go...
Inflation is a hot topic at the moment, with the Federal Reserve still peddling its line that any uptick in inflation is just transitory. And Wall Street is buying it hook, line and sinker. ...
As the stock market goes higher and higher, the average investor is ignoring gold. That’s why now is a good time to stock up on the yellow metal. Because gold is cheap … and gold miners are...
It can be hard for many (and impossible for others) to discern a viable trend amid the kind of chop (and the noise) we’ve experienced lately in equity markets. For some, like my colleague Sean...
Electric vehicle (EV) sales are booming, right? They even went up during the pandemic, when most car sales tanked. But here’s the thing: The big boom is yet to come. We’re still in the very...