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Renewable stocks have been on a tear.The run started when the Biden Administration introduced the Inflation Reduction Act, which included $369 billion tagged to renewables and clean energy.I am not sure what this act is going to do for inflation, but it certainly is working to inflate stocks in the renewable...
    Late last summer we published two blogs outlining the case for copper and copper stocks (here, and here).What we said was: Yes, it is hard to buy copper stocks when they are down big (they were at the time) but… It is always hard to buy commodity stocks at the time you should be buying them. We...
Gold and I, we have a love/hate relationship.  From mid 2019 - to mid 2020 -- I loved it.  Since then, it has been a lot more hate than love.Over 30 years, I’ve stuck with gold through good times and bad (apart from stop losses that is).I have tried...
Everyone knows that Iraq is an important oil producing country. But Iraq is more than just important, it is critical. Iraq is so important that in October of 2012 the International Energy Agency (IEA) released a report called “World Energy Special Outlook On Iraq”. In that report the IEA concluded that in 2035 oil prices would be...
This guy has my vote for Fund Manager of the Year.2022 is one of the worst years in history for stocks—yet Rob Mullin continued his winning ways for investors in his Marathon Advisors hedge fund.Mullin’s fund--it’s called the RAEIF, which stands for Real Asset Equity Income Fund—had a phenomenal year (3rd year in a row) and...
Many small exploration and production (E&P) companies could still be worthless even if oil prices rise next year according to RBC Capital Markets.  RBC’s recent energy note—Surviving The Downdraft--looked at the prospects for 29 US and Canadian small cap stocks. They are what I call The Zombie Stocks—The Walking Dead. ...
Nano One Materials Corp. (NNO-TSXv / NNOMF- OTC) — has been one of my biggest winners in the EV battery space this year–and it’s a great example of how I research stocks for my subscribers.   I had known Chairman Paul Matysek for 10 years and CEO John Lando for THIRTY years. I had...
The small cap market is on the move—finally.  Green shoots are everywhere—junior public companies are now being rewarded for achievements/milestones/improvements in their business. Since the peak in interest rates in late October, small caps have been on a fairy-tale run, with a rising tide lifting all boats.  But those companies...