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Governors in some of the most densely populated states are beginning to reopen their economies. Cue the technology bears. Tech stocks were under pressure earlier this week as Governor Ron...
On Saturday, I told you about “Your Next Best Bet in Energy.” Since then, the price of oil has gone up … and up! In fact, this week saw oil prices settle at their highest level in seven weeks,...
“There’s a real possibility that within the year, we’re going to be dealing with the most serious incipient inflation problem that we have faced in the last 40 years.” — Larry Summers, former...
Most people would describe this week as one of the most important investment weeks of the year. Roughly a third of the S&P 500 index will report first-quarter earnings this week. That includes...
There’s a thief at work, and you’re the target. In fact, that thief is quietly picking your pocket right now. That thief is inflation. We keep hearing that “Inflation is coming! Inflation is...
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...
Gold and miners were the investing world’s doormats for the last year, but they’ve been gaining traction recently. Let me show you three forces driving gold higher and two of my favorite ways to...
Washington politicians are correct to focus on the growing influence of China, yet South Korea is quietly taking a leadership role in electric vehicles (EVs), a key driver of future economic...
What Nikolai Kondratieff called “The Long Wave” — later named the “Kondratieff Wave” in his honor — shows that the economy moves through cycles.   Additionally, each cycle has...
Platforms are the secret to longer-term tech investing. The companies that own platforms win … the others not so much. Coinbase Global is the major cryptocurrency platform. Coinbase Global...