Wealth Wave

Money doesn’t grow on trees. But wealth does grow in waves. Sometimes they’re giant tsunamis that can change the world as we know it. More often, they’re megatrends that most investors underestimate till it’s too late: The electric-vehicle revolution. The digital transformation. The rise of “Modern Monetary Theory.” The return of double-digit inflation. And many more.

Articles

Maybe it’s because I’m an interest rate guy. A guy who focuses on what’s happening to the cost of money, as well as all the banks, brokers, insurers, and other financial companies that depend so...
Gold ran up in the days ahead of the U.S. missile strikes on Syria, as the world held its collective breath against the manure hitting the fan. It turns out the missiles were on target, no one got...
Have you seen the action in gold lately? It’s good. The action in miners is even better. The miners are no longer hitting the snooze button. They’re waking up, shaking off the cobwebs, and looking...
You know what worries me more than anything? When I see market action that doesn’t “make sense” on the surface. Consider the following …   An esoteric, obscure interest rate market “risk”...
Have you noticed what’s happening in uranium lately? Not the metal, which continues to snooze. The miners. They are ramping up. Take a look at this chart … Permalink:...
So, we’re going to war. Trade war, that is. President Trump slapped China with $50 billion in potential tariffs. China responded with $50 billion of their own proposed tariffs (sorry, America’s...
You know the expression “If it walks like a duck, and quacks like a duck, it’s a duck” right? Well, this market sure seems to be walking and growling like a bear more and more with each passing...
President Trump slapped tariffs on foreign-made steel and aluminum. But if you think we’ve seen the end of the tariffs, think again. There’s a whole new laundry list of tariffs coming. And there...
There’s a staring contest going on in the global oil markets right now. On the one side is the Russia-OPEC alliance. On the other is U.S. oil producers. You can get crushed if you get caught...
I could think of lots to spend $664,000 on if someone handed it to me today. A parking place is not one of them. But apparently, Kwan Wai-ming is cut from a different cloth. The executive...

About the Editor

Widely known as the Indiana Jones of natural resources, Sean has sifted through terabytes of data and traveled tens of thousands of miles in search of companies that can make a transformative difference in the lives of investors. With his boots-on-the-ground experience, he visits mines, meets executives in person, discovers hidden opportunities and reveals pitfalls that investors should avoid.

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