The Dollar’s Next Move
The US Dollar has been in a bullish trend for much of the past year. We think this is due to a few of macro factors that made the US…
Time to Revisit South Africa
The investment story of South Africa is one we talk about on these pages but one we rarely seen covered by the US Financial Press. This is a bit odd…
Precious Metals Update
On 22-November-2018 we discussed the investment potential of the major precious metals, gold, platinum, and silver. We put palladium aside as it is trading in its own world far above…
Here we go again
While we keep writing about our expectation for a continued selloff in the broad market averages, we are finding more and more really cheap stocks. But we are afraid to…
When Will We Hit Rock Bottom?
We are beginning to think it will be in January with an outside chance the mayhem continues until Early February. Equity markets have turned to from relentless selling to horrific back and…
Oil: The Market that Surprised us the Most
As any trading year comes to an end, we like to reflect on what we got right, we got wrong and what caught us by surprise. We thought for most…
Natural Gas… The Grand Disappointment
Natural gas started off the heating season with a pretty good rally. As we showed in previous posts, the fundamental supported that rally. The volume of natural gas held in storage…
Equity Investors Nervousness Calms a Bit… Now What
Equity investors seem to have "gotten a grip" on themselves the past few days. Yes, there have been some equity price gyrations, but the moves both up and down have been…
Cabot Oil & Gas (COG)
Today we are going to take a look at an Oil & Gas, Exploration & Production company that is a bit off the run and not too well followed by…
Take a Look at Celgene (CELG)
Notwithstanding what you see on CNBC, Bloomberg TV, and Fox Business, etc. investing is a very tough and often times confusing business. Everyone has an explanation for why the stock market, bond market…