Plenty of experts warned us that the transition to renewables would be painfully expensive. They also predicted something else: blackouts. Now we’ve had one, what happens next?
Latest
The latest Closing Bell is available now
Tune in today to watch the latest Closing Bell podcast with Murray Dawes and myself.
I ask Murray to chart one of my small cap recommendations…
This is one you’ll want to put on your watchlist.
Special Edition Uranium (Part II): The Hidden Supply Risks
Former geologist James Cooper continues with his special three-part series on uranium. Today’s edition focuses on uranium’s hidden vulnerabilities in the global supply chain.
An upgrade in a downgrading market equals = a gem!
Earnings are what drive share prices over the long term. It’s hard for me to get excited about the general index moving into this headwind.
That puts a passive strategy in the spotlight. The market doesn’t seem posting a big lift this year.
This dynamic also does something else. It makes any company posting an earnings UPGRADE look especially appealing.
As a matter of fact, we just saw one yesterday.
Oil Price to Trump: Frack You!
Trump might like to wank on about how good he is for the US economy, but he had two massive tailwinds at his back during his first Presidency: cheap energy and the Wall Street tech boom. He had nothing to do with either. His timing was impeccable – I’ll give him that.
That brings us to today…
Global Hunger Games: Commodities
America’s largest copper deposit just hit its 30th Birthday. But despite being discovered way back in 1995, the project still hasn’t delivered its first pound of ore. Read on to find out why this matters.
