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Eem: we consider china uninvestable
iShares MSCI Emerging Markets ETF is heavily exposed to China, Korea, and Taiwan, all of which face major geop...
August 30, 2023, 11:26 am
Enbridge: high rates are squeezing the stock (rating downgrade)
The geopolitical reaction to the Ukraine conflict is causing a realignment of global energy supply chai...
August 29, 2023, 5:11 pm
I might double my pioneer natural resources investment - again
I've been bullish on oil due to tight supply growth, consistent demand, the end of the U.S. shale revolution, and ...
August 29, 2023, 3:05 pm
Indonesia's purchase of f-15ex fighters is a breakthrough for boeing and the biden administration
The deal has positive geopolitical and industrial-base implications for Washington....
August 29, 2023, 10:35 am
3 energy stocks due for a massive short squeeze
Energy stocks have been undergoing a major transformation in the past year and a half, driven by a tripartite cohort of the challenges in the energy s...
August 29, 2023, 5:30 am
Nvidia: the colossus shaping the future of technology
Nvidia's meteoric rise from a gaming-focused company to a data-center colossus underscores its visionary prowess, though ...
August 27, 2023, 11:30 am
Centrus energy: the most distinct energy company at great price
Centrus is a geopolitical wager betting on deepening the uranium deficit and US nuclear revival at a gr...
August 26, 2023, 3:44 am
geopolitical uncertainty offers support to gold prices
“Investors can cautiously increase their exposure to gold as prices corrected about 5 percent from their all-time highs and the key demand season is...
August 24, 2023, 3:29 pm
This is where you should turn bullish on alibaba and why
Market confidence in the Chinese economy has fizzled as investors grapple with recent data, unleashing a selloff in Alibaba's stock. But spanning the ...
August 23, 2023, 3:26 pm
Asian currencies show resilience amid global uncertainty
Asian Currencies Show Resilience Amid Global Uncertainty In the ever-evolving landscape of global finance, Asian currencies have emerged as a focal po...
August 22, 2023, 2:40 pm
The 3 most undervalued growth stocks to buy now: august 2023
The stock market has been on a volatile ride in 2023, as investors grapple with the effects of higher interest rates, slowing consumer and business de...
August 22, 2023, 2:36 pm
A silver rebound is brewing despite interest rate pressure
A combination of economic policy and geopolitical factors have been weighing down on silver thus far th...
August 22, 2023, 1:13 pm
Alibaba: billionaire investors remain cautious on china
We discuss the investment strategies of our favorite fund managers Michael Burry, Charlie Munger and Druckenmiller, particularly focusing on Alibaba a...
August 21, 2023, 11:55 am
Naas: intriguing opportunity in china's ev market
Exxon Mobil's growth in the 1970s highlights the potential gains from investing in transformative megatrends. The transition to electric vehicles and ...
August 18, 2023, 2:21 am
Uga: is gasoline's bullish trend ending?
Gasoline prices have rallied throughout 2023, approaching $3 per gallon wholesale. The gasoline crack spread, a measure of refining costs, has been tr...
August 17, 2023, 3:40 pm
Norsk hydro: despite difficulties, a qualitative play in basic materials
Investing in quality dividend stocks with high cyclical safeties is recommended. Norsk Hydro's 2Q23 results show good cash flow and a strong position ...
August 15, 2023, 10:17 pm
Moo etf: agribusiness has upside
Agribusiness is facing challenges due to climate change and geopolitical conflicts, but remains a growi...
August 15, 2023, 2:21 pm
Eu gas price surge amidst australian lng strike uncertainty
EU Gas Price Surge Amidst Australian LNG Strike Uncertainty In the ever-evolving landscape of global energy markets, one question continues to intrigu...
August 14, 2023, 2:42 pm
Us hedge funds dumped shares in chinese companies in q2
U.S.-based hedge fund investors such as Coatue, D1 Capital and Scion cut their exposure to Chinese companies in the second quarter, as doubts grew ove...
August 14, 2023, 2:05 pm
Ukraine supply disruptions will lead to wheat price volatility
If a potential central bank pivot from hiking interest rates isn't enough, then geopolitical factors co...
August 14, 2023, 12:33 pm