A Short-Term Problem or a Long-Term Catastrophe?
The supply chain difficulties will certainly grow worse. Even more troubling is the fact that the remedies will take years and sometimes decades to implement.
Macroeconomic News: Insights into Economic Trends and Developments
The Eye of the Storm
The Fed’s ‘tightening cycle’…soaring gasoline and diesel fuel prices…federal deficits out the wazoo…war…sanctions…God knows what else.
One of the Best Plays into the Energy Transition
While lithium has been getting all the press lately, remember we will still need plenty of other materials for the transition, such as nickel, graphite, and cobalt — to name a few.
The ‘Super-Bad’ Paradox
Beneath the chop of up and down stock price movements are deep tides. By our reckoning, stocks go up for decades. Then, the tide turns…
The Bubble Is Finally Busting
In 2022, people are starting to pay a very high price to learn the difference between falsehoods and facts.
Finding Quality Stocks Part II: Assessing Business Moats
A common mistake is thinking strategy is about beating your rivals. And therefore, the companies with the biggest moats are the ones with the most vanquished competitors.
