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As a self-styled, big-picture, geo-macro guy, I’m drawn to “great power” history and politics. So, lately, I’ve been reading a lot about our evolving relationship with China. It’s fascinating...
When we think of titanium, many of us picture the metal used to make NASA spacecrafts and high-end tennis rackets … but that’s just the tip of the iceberg. Because titanium alloys — which contain...
Last week, the Internal Revenue Service (IRS) deposited around 90 million stimulus payments. So many people saw their stimulus deposit hit last Wednesday that the Wells Fargo & Co. (NYSE: WFC)...
Cloud computing is the future, and it’s leaving older technology in the dust. Cloud computing was a $371 billion market in 2020, and it’s expected to swell all the way up to $832 billion by...
Last week, we saw how electric vehicles (EVs) are putting upward pressure on base metals, especially nickel. Indeed, demand from EVs and renewable energy are putting relentless upward pressure on...
In February, we alerted you to a landmark event coming in the Bitcoin market. We said it would happen in mid-May. And we said it would drive Bitcoin through the roof. Now, that’s exactly...
Last month, the People’s Bank of China gave its new digital yuan a trial run in Shenzhen, the border city adjacent to Hong Kong. It was a huge success. More than 2 million people queued up for a...
Businesses in every sector all around the world are being transformed by data, and in the process, investors are creating a new class of digital winners like United Rentals, Inc. (NYSE: URI, Rated...
It’s not the most talked-about New York Times story this week, but it sure is interesting. And, with USA Today running a similarly themed photo essay, it can surely be said that gold is a hot...
In my Sept. 10 column, I told you about the profit potential in solar energy. But why stop there? Renewable power use is expanding rapidly across the board. And there are fortunes to be made....