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View all articlesMore on why CRE could be in serious trouble ( from KEDM.com via Twitter on April 12)…
Read articlePension giant Calstrs is among the first to warn of losses in CRE ( from the Financial Times on April 18)…
Read articleSix corporate “spinoff” opportunities to consider now ( from Barron’s on April 12)…
Read articleWhy three tech giants could be the next to “break up” ( from Forbes on April 12)…
Read articleJonathon Pollock – head of global situational investing for renowned activist investment firm Elliott Management – shares his approach to successful investing ( from A Letter a Day on April 15)…
Read articleA case for 100% to 200% upside in a company that recently filed for bankruptcy ( from Junk Bond Investor on April 12)…
Read articleDaniel Oliver, founder of Myrmikan Capital, explains why the government’s response to recent bank failures could ultimately be incredibly bullish for gold ( from Myrmikan’s March 2023 letter)…
Read articleGold stocks remain historically cheap versus both gold and the broad stock market ( from Mining.com on April 4)…
Read articleDespite the big rally in precious metals recently, sentiment among investors still appears to be relatively muted ( from Jared Dillian via Twitter on April 4)…
Read articleAlfonso Peccatiello, founder of The Macro Compass , recently noted similar sentiment at a major gold conference ( via Twitter on April 11)…
Read articleGold tends to perform very well after the U.S. Treasury yield curve “inverts,” as it did last fall ( from MacroMicro via Twitter on April 13)…
Read articleGold also tends to outperform the broad market following yield curve inversion ( from Otavio Costa via Twitter on April 13)…
Read articleThe gap between platinum and palladium continues to widen (from The Daily Shot on April 14)…
Read articleNotes from the 2023 Denver Gold Forum Europe ( from ByteTree on April 14)…
Read articleBoth gold and silver are on the verge of massive long-term technical breakouts ( from Gold Ventures via Twitter on April 16)…
Read articleWarren Buffett’s Berkshire Hathaway has been buying millions of additional shares of Occidental Petroleum (OXY) over the past several months. Energy-focused investment firm Bison Interests explains why this is a bullish long-term omen for oil and gas stocks ( via Twitter last summer)…
Read articleHarris “Kuppy” Kupperman explains why 2023 could finally be the year the uranium bull market takes off (from Kuppy’s Korner on January 25)…
Read articleGoldman Sachs analysts famously called the bottom in copper when they “threw in the towel” and turned bearish on prices last summer. They may have recently done the same for crude oil ( from Paulo Macro via Twitter on March 19)…
Read articleThis is the fundamental reason oil and gas prices are likely to move significantly higher in the years ahead ( from Kailash Concepts via Twitter on March 20)…
Read articleChinese crude oil imports just hit a new all-time high in March ( from Shubham Garg via Twitter on April 2)…
Read articleThe White House isn’t just selling off our country’s oil reserves… it’s selling off our country’s most critical and valuable oil reserves ( from Otavio Costa via Twitter on April 6)…
Read articleThis recent multi-billion-dollar oil deal implies significant upside for smaller energy stocks ( from Bison Interests on April 7)…
Read articleThis is the simple reason natural gas prices have struggled recently ( from HFI Research via Twitter on April 11)…
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