Tuesday, May 21, 2019
Richard Maybury grabbed my attention: “Think about it. There are really only two choices. Either you will own you, or someone else will.” I’ve subscribed to Richard’s “U.S & World Early Warning Report” for years. I re-read the section about capitalism and socialism. Here are some tidbits: (my highlights) “Laissez-faire (less-aa-fair) is from the French laissez nous […]
I’m a great believer in looking at areas that few on Wall Street do for growth opportunities. I like to find a major positive change happening in the global macroeconomic environment that will benefit a sector or industry and then uncover a company that should benefit from this change in the long term. I’ve recently […]
The $5.1 billion deal to buy the Costa Coffee chain by Coca-Cola (NYSE: KO) is just the latest example highlighting the great lengths to which food and drinks companies are trying to keep pace with rapidly changing consumer habits that are upending traditional business models across the sector. The former owner, Britain’s Whitbread, had said […]
If you have any interest in economic policy, especially macroeconomic policy and repercussions, now is about as interesting as it gets. I realize most people don’t get a hoot about macroeconomics, but it can be very useful for analyzing trading opportunities. (For me, it goes beyond that since I have a degree in economics which […]
In the wake of the United States imposing a 25% trade tariff on a host of Chinese imports, it’s terrible news for companies in the firing line who depend on raw materials at the heart of the battle. This small-cap food producer is one of them.
From being “on hold” one month ago, trade war fears just got reignited, following a bitter end to the G7 summit last weekend. Here’s one company with heavy exposure to one industry that could be hurt by rising tariffs on key metals.
Opportunities to grow your wealth do not always occur in the technology sector, although it seems that way at times. Sometimes it is the most common and mundane parts of your life that will present a fabulous way to grow the value of your portfolio. One such example is something you and I take for […]
Can an average investor use foreign currencies as a hedge against the rapid decline of the purchasing power of the US dollar? Last week, friend Chuck Butler and Idiscussed WHY investors should use currencies as an inflation hedge. This week we discuss HOW even small investors can do so from the comfort of their own home. […]
If you like a good war, you’re living in the right era. You don’t have to look far before you hear about a war on something. War on crime. War on drugs. And outright war itself. Now we’re facing another one. News that the United States will slap a 25% tariff on steel imports and […]
While it’s clearly been a good year for stock investors, the same can’t be said for every asset class. The commodities sector, for instance, has been a mixed bag. Overall, the performance of commodities as an asset class has been dragged down by energy. In particular, crude oil and natural gas are both down on […]
