Every weekend, I dig into our insider activity tracker looking for the biggest conviction buys — and this week checked all the boxes: Baker Bros, coal stocks, big software bets, and precious metals.
Our Top 10 report was just published. In this weekly note, we highlight 10 of the most important charts or themes we're currently seeing in asset classes around the world.
This week on the podcast I sit down with Meb Faber, Co-Founder, CEO and CIO of Cambia Investments. In addition to his "Day job", as he puts it, Meb has authored 5 investment books...
The new high list on any given day has been unremarkable of late. So far in 2021, the most S&P 500 stocks making new highs on any given day has been 135 (27% of the index). The average for...
Once again this month, I’m going to share info on positions that were closed or managed in the month of April. As a reminder, our exit plans are always laid out ahead of time in each trade idea we publish. In every case, the exits mentioned below were...
It's been well documented that Gold is the biggest loser of the Commodity space. Every single commodity is doing well in this environment except for Gold.
Perhaps this proves what many people have been telling me my whole career, "...
One of the most anticipated moves that market participants have been waiting for, is a rally in the Commodities space. We had seen some signs of this in December '20-January '21, but those moves didn't sustain. On the contrary, the base...
Something we’ve been working on internally this year is using various bottoms-up tools and scans to complement our top-down approach. One way we’re doing...
