Hudson Taylor

22
Nov

How NOT to play the buy-now-pay-later trend

It’s no secret that copper has become a big winner over the last couple years. While other lofty sectors like tech have seen stock values soar since their COVID lows, copper and most other commodities have enjoyed a slower climb, with rising demand now being exacerbated by supply chain woes. But for copper, the future looks particularly bright. 

15
Nov

The Diary Newsletter 11/13

Welcome to The Diary, the newsletter for essential small-cap investing intelligence, presented twice a month by Dear Retail. We hope you enjoyed our last issue – if you missed it, you can find it here.

12
Nov

Evaluating Exploration-Stage Miners: a Cautionary Tale for Retail Investors

The tale of Noront Resources Inc. (Noront) (TSXV: NOT) is an important lesson for investing in mining. Currently, Noront is the midst of a hostile takeover bid. In May, Wyloo Metals Pty Ltd. (Wyloo) (ASX: WYL), an insider to Noront, offered to purchase all the shares from shareholders at C$0.325 a share. A couple of months later, mining behemoth BHP Billton (NYSE: BHP) offered C$0.55 a share. Wyloo countered with a C$0.70 offer, and BHP subsequently upped the bid to C$0.75 and this is where the battle stands. Most recently, however, it appears that Wyloo and BHP are in negotiations to settle the bidding war.

12
Nov

The Hidden Indicator Warning that we’re in a Housing Bubble

Like the legendary Yogi Berra once said, it’s déjà vu all over again. Flash back to 2005. I was leaving the house of a friend I was staying with in the tony town of Healdsburg, California. As I walked out the door, two young women dressed to the nines approached me.
“That’s a nice house,” one said. Before I had a chance to say it wasn’t mine, the other chimed in with, “If you’re ever looking to sell, let us know – we have a lot of buyers waiting for homes like this.”

3
Nov

A Trading Lesson From George Costanza

It’s no secret that copper has become a big winner over the last couple years. While other lofty sectors like tech have seen stock values soar since their COVID lows, copper and most other commodities have enjoyed a slower climb, with rising demand now being exacerbated by supply chain woes. But for copper, the future looks particularly bright. 

3
Nov

America’s Workforce Turned Its Back on Working

It’s no secret that copper has become a big winner over the last couple years. While other lofty sectors like tech have seen stock values soar since their COVID lows, copper and most other commodities have enjoyed a slower climb, with rising demand now being exacerbated by supply chain woes. But for copper, the future looks particularly bright. 

2
Nov

How I made $5K on a crooked roulette wheel

It’s no secret that copper has become a big winner over the last couple years. While other lofty sectors like tech have seen stock values soar since their COVID lows, copper and most other commodities have enjoyed a slower climb, with rising demand now being exacerbated by supply chain woes. But for copper, the future looks particularly bright. 

28
Oct

Why You Need to Understand What a Safe Mining Jurisdiction Looks Like

It’s no secret that copper has become a big winner over the last couple years. While other lofty sectors like tech have seen stock values soar since their COVID lows, copper and most other commodities have enjoyed a slower climb, with rising demand now being exacerbated by supply chain woes. But for copper, the future looks particularly bright. 

28
Oct

The Sub-Sector of Healthcare Every Retail Investor Should Consider

On the outside, investing in healthcare sounds like a no-brainer. We all need healthcare services — at some point — and with the ageing of the baby boomer demographic and eventually even millennials, the largest demographic to date who are now pushing 40, this demand should only increase with time. The problem is, it’s tricky to know what to buy.

28
Oct

Will You Suffer This Holiday Nightmare?

You better watch out, You better not cry, You better not pout, I’m telling you why, Santa Claus is coming to town.
Why do I refer to this popular Christmas song? Because if you want your holiday gifts to arrive on time, you’d better get it together fast.

And it’s my hope that burning this tune into your brain will incite you to do just that.

See, procrastinating on your holiday shopping this year could cause a lot of disappointment in your family.

The reason, of course, is our supply chain crisis.

It’s one tangled mess.

For starters, we’ve got a shortage of truck drivers from coast to coast.

That shortage is impacting all manner of deliveries… none more so than those coming from our ports.

I pity the poor truckers who work the ports.

They typically find themselves waiting for shipping containers to be unloaded onto their trucks…

And waiting…

And waiting…

In fact, they routinely wait eight hours!

This is a huge problem for them because most are independent operators who get paid by the load.

So all that downtime nets them nothing.

What’s behind this debacle?

There aren’t enough dock workers to unload all the shipping containers

Worse, foreign ports are working 24/7 to ship us more and more containers.

So they’re stacking up like cordwood at our ports.

Now there’s no room for any more.

It’s a massive headache, especially for the busy Southern California ports in Long Beach and Los Angeles (which account for 40% of container imports to the U.S.).

Right now over half a million 20-foot shipping containers are stuck in cargo ships off the coast of Southern California.

They hold over 12 million metric tons of goods… things like food, clothing and – or course – holiday gifts.

And get this:  some of these ships have been bobbing around the ocean for over a month!

There are so many, some are sitting 20 miles off the coast in order to keep shipping lanes open.

The situation’s gotten so bad that President Biden’s asked the executive directors of the Los Angeles and Long Beach ports to operate 24/7.

The Long Beach port has complied… sort of.

They’ve launched a pilot program to run 24 hours a day, Monday through Thursday. 

Meanwhile, the Port of Los Angeles is maintaining its normal schedule of two shifts a day, five days a week.

Instead of expanding their hours, they’re (supposedly) focusing on making operations more efficient.

In the end, it doesn’t matter much.

That’s because no matter how many hours these ports operate…

No matter how efficient they make their operations…

They can’t overcome the core problem of a lack of workers any time soon.

Unfortunately, a labor shortage isn’t the only problem.