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Read articleToday’s macro environment shares some “uncomfortable” similarities with some major stock market tops of the past (from The Variant Perception Blog on June 30)…
Read articleU.S. shale production is set to fall next month for the first time this year (from Reuters via Nasdaq.com on July 17)…
Read articleThe shale oil industry is shutting down drilling rigs at the fastest pace in years (from The Wall Street Journal on July 17)…
Read articleA startup aimed at commercializing a more advanced form of nuclear energy – and backed by OpenAI founder Sam Altman – is set to go public (from the Financial Times on July 11)…
Read articleWhile many investors have been shunning investments in fossil fuels, Warren Buffett’s Berkshire Hathaway has been doubling down. In addition to its ongoing purchases of Occidental Petroleum (OXY), Berkshire just made another big investment in U.S. liquefied natural gas (LNG) (from Stephen Stapczynski via Twitter on July 10)…
Read articleJosh Young – portfolio manager for energy-focused investment firm Bison Interests – shares his view on the oil markets, including the implications of an impending recession and the long-term outlook for supply and demand (from Public’s Leading Indicator podcast on July 5)…
Read articleToyota reportedly makes a massive breakthrough in electric car battery technology (from The Guardian on July 4)…
Read articleThe chart below suggests gold is one of the cheapest assets in the world today (from FFTT Tree Rings on July 21)…
Read articlePeriods of low volatility during uptrends – like we’re experiencing today – tend to be very bullish for gold (from Aazan Habib, Paradigm Capital via The Daily Shot on July 14)…
Read articleThe Russian government claims BRICS nations will announce a new gold-backed currency next month (from Kitco News on July 7)…
Read articleThe gold/silver ratio suggests silver remains historically undervalued today (from Jesse Felder via Twitter on July 6)…
Read articleSurging solar panel demand is beginning to “squeeze” silver supplies (from Bloomberg on July 2)…
Read articleElliott is also now targeting troubled drugmaker Catalent (from The Wall Street Journal on July 19)…
Read articleActivist shareholder Elliott Investment Management has established a huge position in offshore oil driller Seadrill Limited (from KEDM’s Monday Monitor on July 17)…
Read articleTwo notable short-sellers are targeting “AI service provider” Applied Digital Corp (from KEDM.com via Twitter on July 13)…
Read articleCanadian pharmaceutical company Knight Therapeutics announces a huge share buyback program (from GlobeNewswire on July 12)…
Read articleEnergy delivery firm MDU Resources (MDU) plans to spin off its construction services business (from the Securities and Exchange Commission on July 10)…
Read articleAn activist short-seller alleges fraud at “green” battery tech firm Enovix (ENVX) – which also happens to be a current long investment position of famed short-seller Marc Cohodes (from ESG Hound on July 5)…
Read articleThe lack of existing home supply is creating a boom in the new-home market (from The Wall Street Journal on July 19)…
Read articleThe value of distressed U.S. office properties rose 36% to $24.8 billion in the second quarter (from Bloomberg via Yahoo Finance on July 19)…
Read articleAn insider’s look at the carnage in New York’s office real estate market (from New York Magazine on July 18)…
Read articleU.S. homebuilder sentiment continues to improve as supplies remain tight (from Bloomberg on July 18)…
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