I have a hard time saying this sometimes—but The Big Money in energy is still in renewables.  I mean, oil especially but also gas stocks are (across the board) cash cows right now—like never before in modern energy history—and they’re so CHEAP—like, 2-4x cash flow.  That’s half to one-third...

The Consumer Price Index (CPI) came out this morning (Thursday October 13,2022) and it was HOT, HOT, HOT.  In response, markets did exactly what you would have expected: they full-on collapsed – well, for about 90 minutes anyway.The CPI print came in at 8.2%.  Consensus had expected 8.1%.   The...

For weeks (months?) I have been telling my subscribers that the best thing they can do in this stock market is…nothing.My own trading has borne that out this year.  I am sitting on 80% cash and 20% losers.  And in the junior markets, I think that makes me look...

There’s so much fear out there in the Market now—but fear, like euphoria, only lasts for awhile.  The Market gives and takes—it’s just hard to figure out how much time each swing will be. I’ve made a lot of money over the last 15 years following Nathan Weiss of Unit Economics, out...

A few weeks back I laid out the case for copper.Yes, we are probably going into recession.  Yes, that means at least a bit more weakness for copper and copper stocks (most copper stocks fell 50% in three months this summer). But on the other side, as electrification and EV adoption take...

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...

One of the top emerging gold plays in Canada is almost fully consolidated now—and the strategy behind this play is a big lesson for investors looking for 10-20 bagger investments.On Tuesday last week, Northern Superior (SUP-TSXv) bought out Royal Fox Gold (FOXG-TSXv) in the Chibougamau gold play in south-central Quebec for CAD$17 million—a...

I love cheap stocks.  I love them even more if there is a good runway for growth.Nothing is more exciting than finding a high-growth gem with a single-digit multiple. But the truth is, those are rare.  If you want to own growth, you are going to have to pay up.This...