It has been a rough week for global stock markets. But there is still One Big “Gimme” in investing markets. It’s a commodity that will have no cycle for the next 10 years—I expect it to go straight up with almost no volatility. I’m talking about CARBON. That’s because CLIMATE is the...

Dan Loeb's Bearish View on Frac Sand Stocks Earlier this week, I showed you how the share prices of frac sand suppliers have crashed since February and have generated a lot of pain for shareholders. Here is the not so pretty picture: Ticker Company 2017 Share Price Peak Current Share Price Decline % Decline SLCA U.S. Silica $61.49 $37.39 $24.10 39% EMES Emerge Energy $24.45 $11.19 $13.26 54% HCLP Hi-Crush $23.30 $13.37 $9.93 43% FMSA Fairmount Santrol $13.12 $5.00 $8.12 62% Shareholders...

Fosterville South Exploration Ltd. (FSX:TSXV) is the newly listed junior that owns the ground Due south on the same fault with the same geochemical and geological signatures as the highest grade, lowest cost mine in the world today – Kirkland Lake Gold’s (KL:NYSE/TSX) Fosterville Gold Mine in south-central Australia.It’s a huge land package — totalling...

Water stocks have been in a drought for 20 years. I have been hearing about the great potential for water stocks for at least that long. ‘Water will be worth a lot some day—maybe one day soon’ is the line I hear every few years. But investors have not made...

TAAT WELLNESS (TAAT-CSE) IS MY PICK FORTHE "BEYOND TOBACCO" TRADE    If you think BEYOND MEAT was A Big Trade, just wait until you see how much the market wants the BEYOND TOBACCO story to work.And BYND-NASD was A Big Trade–as a replacement for environmentally demanding cattle, the stock rocketed up...

I'm about to open a small window into the arcane world of oil producers' hedging.  There are lots of industry terms you've never heard of....but the bottom line is this:Oil producers routinely write WAY out of the money hedges and pocket a small premium on a situation they know...

UNIQUE PRODUCT, BRILLIANT STRATEGYNew CEO Explains The Perfect Set-Up forBeyond Tobacco   I have rarely had my eyes opened in a CEO interview like I did last Friday with new TAAT (TAAT-CSE) CEO Setti Coscarella. The way he outlined the product positioning and marketing plan for TAAT’s Beyond Tobacco cigarettes—no tobacco, no...

SPACs have gone through an entire market cycle in about 3 months. The CNBC SPAC 50 index began the year on a tear, peaked out in mid February, based for two months, and, in the last few days, seem to be breaking out again. Source: CNBC.comDoes that mean its time to...