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I want to tell you that you HAVE to short natural gas.   I want to tell you that the $8.50/mcf natural gas that we saw this week is crazy.     That the price is going to come down hard.  The market is hugely backwardated--meaning prices are much lower in the months farther out on "the strip".   The easy...
As I’m sure you noticed———the world has just changed.For years now we’ve ignored the fact that Putin’s Russia is a threat. Reality has hit home.  Reliance on Russia for anything important is now a major concern for every Western Country.The obvious problem is energy, but the role that Russian and...
Fertilizer stocks have been on a tear.   This is just the start of a major move. These stocks are going to have a long runway.   There multiple tailwinds behind these companies——each of which are going to be supportive for years to come.   It all starts with a problem here at home.   In the...
Gold stocks look like they might be, just maybe, on the verge of a breakout. Maybe… Can we believe it this time? Any breakout in gold stocks needs to be taken with a healthy dose of skepticism. We have been through this before. It has been a decade of pain. But… this time could be...
On Monday this week I gave subscribers a trade idea for the winter--be long the US Natural Gas Fund ETF, symbol UNG-NYSE (closing $16.79 that day), and short the US Oil Fund, symbol USO (closing $56.07 that day). Now don't get incredulous that this trade idea is a straight up...
SPACs have gone from hot to not to somewhere in between. Are we back to a rational market? I would not go that far, but SPACs are once again being valued more on their business and less on the hype. That’s good because the dirty little secret about SPACs is that not...
Testing Is MORE Important as We Start to GatherSimple Seamless & Safe Even with MANY vaccines, people will have to get up-to-date COVID testing for YEARS.People will still be concerned for a LONG time—there are several COVID-19 variants already. Vaccines will have to keep up (the good news is that...
The lowest cost producer in any commodity always wins.  It really is that simple.And that’s why I’m long 150,000 shares of Christina Lake Cannabis—CLC-TSXv/CLCFF-PINK.I’m about to explain to you how much I like management, the business model, the upcoming catalysts and yes, even the Canadian cannabis industry – but after...