Rare earth stocks took a hit Friday after China indicated it would approve new exports of rare earth minerals to the U.S. This, after the White House announced a deal had been reached between the two largest economies in the world. The U.S. automotive industry cannot function without a steady supply of rare earth minerals. They’re used for everything from transmissions and…
China oil demand is set to peak two years ahead of schedule. This, according to the International Energy Agency’s (IEA) latest analysis which indicates that China’s oil consumption will top out at 16.9 million barrels per day by 2027. This is actually a big deal as China is the world’s second largest consumer of oil. Of course, random natural disasters…
According to the New York Times, it is. According to Musk, it isn’t. But the question we should be asking ourselves is not whether or not Elon Musk’s use of ketamine is a problem, but instead, how can we cash in on sales of ketamine as more and more folks seek it out for various mental health conditions? This post originally appeared…
Solar stocks took a nasty hit after Trump’s “big beautiful bill” passed the House. Because if this legislative package becomes law, it would remove the 30% federal tax credit for rooftop solar installations and end the investment and electricity production tax credits for solar power facilities. Although the bill still has to get through the Senate, we really don’t know…
In a blog post entitled: Signals Through the Noise, Citigroup CEO Jane Fraser noted that we are entering a new phase of globalization. One less defined by cooperation, and more by strategic self-interest. She posited that long-held assumptions are being challenged, not just by tariff announcements but by a deeper confidence shock. If you’re looking to markets for clarity, you might be…
Over the past 9 years, gold prices have soared nearly 200%. And this run may not even be close to done. Last month, JP Morgan put out an investor note suggesting that gold prices will cross $4,000 per ounce. This, based on increased recession probabilities as a result of Trump’s trade war. Analysts from the investment bank expect gold to…
Oil prices fall and oil prices rise. But if you’re smart, you can make money from both scenarios. On January 15th, oil topped out at $80.77. Monday, they hit a low of $55.30. In less than 4 months, the price of oil has plummeted more than 37%. Not great for oil bulls, but an excellent opportunity for those who saw…
What do you do if your company has 50% of its production capacity in China, and competition in China along with rising trade tensions between the U.S. and China is really starting to hurt? If you’re Elon Musk, you hop on a plane for a meeting with the #2 man of China’s communist party and see if you can work…
So, how do you pick a stock to trade? The first rule of thumb is to ignore the market darling, the crowded trade, the stock that is front and center on every finance website. Because by the time you are reading about it, the trade is over, topped out, done. Let it go, man. These are special situations that can…
Silver just hit a two-year high and is close to breaking out above a five-year high. Things like oil, gold, and copper are undervalued and looking for a reversal to the mean. This trend could continue as the market broadens out from the Big Seven. The question you have to ask yourself is how do you play it. I like silver…