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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...
Vaccine deployment is ramping up, and people are looking to return to their everyday lives. We’re looking at a potential economic boom. And with the right investments, it could be a boom time for...
Today, we’re going to talk about why gold is down and why it’s likely going much higher. I’ll also show you some charts that will help guide you along the way. First, let’s talk about gold’s...
One sign the world economy is (gradually) recovering from the pandemic is the proxy for the global economic engine: COPPER. And as we saw last week, it’s been lofted into the stratosphere … …...
Tech reviewers are now posting opinions of Apple Inc.’s (Nasdaq: AAPL, Rated “B”) latest computers running a proprietary processor. And it turns out these machines are so impressive that...
Washington lawmakers are about to mount their assault on perceived anticompetitive practices at big tech companies. That means investors should buy Amazon.com, Inc. (Nasdaq: AMZN, Rated “B”),...
Digital technologies are transforming everything, including television viewing.  Roku, Inc. (Nasdaq: ROKU, Rated “D”), an open media streaming platform, is in position to dominate what comes...
I wrote this article up yesterday right after I ordered groceries from my local Whole Foods. I’ve found sometimes ordering online is way easier than going out to buy even just a handful of things....
Amazon.com (Nasdaq: AMZN, Rated “C+”) has invested $270 billion in the United States and employs nearly 1 million Americans. And still the company is under attack in Washington? What’s...
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...