Gold 1200
May 25, 2021

The Semiconductor Shortage Is Getting Worse… Just Not for Chipmaker Earnings

The announcement of Nvidia’s 4-for-1 stock split the other day snapped the chipmaker’s month-long slide and sent shares back up toward all-time highs. It’s not undeserved, […]
May 21, 2021

America the Broken

Dear Reader, You’ve heard someone say some variation of this recently… “What a crazy time to be alive!” Or, “We live in interesting times”. But none […]
May 20, 2021

Look Past the Dumb Crypto Headlines — U.S. Economic Conditions are Still Improving

I swear, if I see another Bitcoin headline tomorrow, I’m going to scream. After receiving incessant “crypto crash” alerts all day, the last headline Bloomberg emailed […]
May 18, 2021

Musk Makes Bitcoin Tank, but M&A Makes Cannabis Dank

I said this in an article for my other newsletter, Fortune Research, but… I’ve never seen anybody move asset prices like Elon Musk. Just one word […]
May 14, 2021

The Gun to America’s Head

Last week, a video from Iran showed the U.S. Capitol in flames. But have you ever wondered how the United States will actually end? Right now, […]
May 13, 2021

TOLD YOU: Colonial Pipeline Un-Hacked Early, and Inflation is Bad

Not to brag or anything, but I like to think I’m pretty decent at my job. Just like I said on Monday regarding the Colonial Pipeline […]
May 10, 2021
gasoline pipeline hack

How to Play the Gasoline Pipeline Hack

If you’re watching the news today, you’ve likely heard of the gasoline pipeline hack Friday afternoon. For those who somehow missed it, the largest refined fuel […]
May 7, 2021

Remembering a Day the Earth Stood Still

On April 26, 1986 radiation alarms went off at the Forsmark Nuclear Plant in a remote Swedish village. Yet nothing was out of the ordinary at […]
May 6, 2021

The April Jobs Report Looks Better… But Inflation Is Still Accelerating

Thursday morning’s employment data was certainly encouraging to the market. Initial claims fell to a new pandemic low — coming in well under expectations at 498,000. […]