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The most bullish thing happening in oil right now is taking place far out at sea, hidden from the eyes of most investors. That seaborne event I’m talking about is the realization of storage for...
Figure 1. 3-month Treasury yields. Source: Federal Reserve Bank of St. Louis For most of this year and last, you’d have been lucky to earn a stingy 1.5% interest yield on the average...
Separating technology winners from losers is easier than most investors believe. In many cases, the competition was over long ago. Apple, Inc. (AAPL) has assembled some of the brightest minds in...
The Great Toilet Paper Shortage™ seems to be ebbing. As recently as April 12, a whopping 73% of U.S. grocery stores had no toilet paper on their shelves, according to Reuters data. More recently,...
The curve is flattening. The shutdown phase of the COVID-19 pandemic is almost over. The next step, testing, is being queued up. On Friday, President Trump signed a $484 billion extension to the...
Now, did you read the news today? They say the danger has gone away But I can see the fire’s still alight They’re burning into the night. Oh, Superman, where are you now? When every...
COVID-19 has infected a mind-boggling 185 countries so far. Even the remote Himalayan Kingdom of Bhutan is reporting cases. Heck, the micro-state of San Marino has the highest infection and...
The COVID-19 crisis is pushing supply chains and logistics networks to their limits. Something has to give soon. On Friday, Amazon.com (AMZN) signed an agreement with the Canadian government to...
Just a few weeks ago, we saw gold and miners thrown out the window as investors sold anything and everything in order to regain liquidity. It seemed like gold bull market was dead. But a funny...
One of the sad realities of any crisis is the scumbags, scammers and cheats come out, looking for ways to make a fast, illegal buck. You’ve seen the news: Hospitals and medical clinics are in...