Hudson Taylor

14
Mar

The Real Reason Gas Prices are Soaring

Gas prices are skyrocketing. So how to invest in this raging bull market in energy? The biggest gains will come from investing in small-cap explorers and producers.

7
Mar

Copper Has Not Peaked Yet

Markets and commodity prices have fluctuated wildly since the Russia-Ukraine conflict broke out on the evening of February 23 (Eastern Standard Time).
And because Russia produces many of the world’s most critical commodities, this will likely continue. Yet unlike most metals, copper didn’t spike immediately on news of the Russian invasion.

1
Mar

Stagflation is coming

What the Russia-Ukraine conflict means for global markets
That sent me back to my local CVS to buy more of that oral cleanser.

But they didn’t have any.

Neither did any of the other half dozen or so drug stores I went to.

When you can’t find a product locally that you really need, you order it through Amazon, right?

That’s what I did.

And since I’m an Amazon Prime member, which entitles members to overnight shipping, I figured I’d get it the next day.

Wrong.

You see, Amazon’s overnight delivery service for Prime members doesn’t apply to orders fulfilled by stores that contract with Amazon.

And of course my oral cleanser was coming from one of these stores.

Four days passed before I finally got it.

Since I was in pain, I would’ve paid triple for overnight delivery.

I’ll bet you can also recall times when you would’ve given anything to get what you ordered online right away.

You see, we Americans are an impatient lot.

We want what we want RIGHT NOW!!!

We’re hopelessly addicted to speed and convenience.

Helping satisfy those demands is what enabled Amazon (Nasdaq: AMZN) to grow into the $1.65 trillion behemoth it is today.

Now operations large and small are trying to improve their deliveries.

They have no choice because…Some kind of digital art thing? The latest crypto craze? A speculative frenzy? Correct.

21
Feb

Gold’s Big Run

“You take the blue pill – the story ends, you wake up in your bed and believe whatever you want to believe. You take the red pill – you stay in wonderland and I show you how deep the rabbit-hole goes.”

Remember those lines from The Matrix?

They came from Morpheus (Laurence Fishburne), who delivered them to Neo (Keanu Reeves).

It was his way of giving Neo the choice of living in a fantasy land most people believed was real…

Or seeing the world as it really is.

Neo chose true reality, of course.

Now, 23 years after The Matrix was released, it feels like we’re living in a real-world version of that movie.

It seems to me like just about everyone has taken the blue pill.

Consider that most people are glued to their cell phones 24/7… addicted to social media… absorbed in video games…

Well, guess what?

14
Feb

New anti-mining regulations to crush copper supply

“You take the blue pill – the story ends, you wake up in your bed and believe whatever you want to believe. You take the red pill – you stay in wonderland and I show you how deep the rabbit-hole goes.”

Remember those lines from The Matrix?

They came from Morpheus (Laurence Fishburne), who delivered them to Neo (Keanu Reeves).

It was his way of giving Neo the choice of living in a fantasy land most people believed was real…

Or seeing the world as it really is.

Neo chose true reality, of course.

Now, 23 years after The Matrix was released, it feels like we’re living in a real-world version of that movie.

It seems to me like just about everyone has taken the blue pill.

Consider that most people are glued to their cell phones 24/7… addicted to social media… absorbed in video games…

Well, guess what?

7
Feb

The Diary Newsletter 2/7

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.

4
Feb

Will semiconductor shortages tank the economy?

I always wanted to be a travel writer. Once I even churned out a 150,000-word manuscript about my misadventures in South Asia.

But all I got from that effort was a wastebasket full of rejection letters.

4
Feb

Is water the most overlooked investment opportunity in the world?

I once trekked through the Himalayas. In preparation for that trip, I put together an array of equipment I thought I’d need. The most important piece was a portable water purifier.

I knew it would come in handy for purifying water from mountain streams and lakes.

But after two weeks using it in Kathmandu – the first stop on my trip – the filter became hopelessly clogged.

4
Feb

Copper Market Outlook 2022 – the “New Oil” is preparing for liftoff

Copper had a nice ride in 2021.
After a stomach-churning 2020, the red metal went on to rebound sharply in 2021, hitting an all-time high of $10,512 per metric ton on May 9, 2021 – an increase of 130% compared to March 2020’s pandemic lows.

31
Jan

Red Pill or Blue Pill

“You take the blue pill – the story ends, you wake up in your bed and believe whatever you want to believe. You take the red pill – you stay in wonderland and I show you how deep the rabbit-hole goes.”

Remember those lines from The Matrix?

They came from Morpheus (Laurence Fishburne), who delivered them to Neo (Keanu Reeves).

It was his way of giving Neo the choice of living in a fantasy land most people believed was real…

Or seeing the world as it really is.

Neo chose true reality, of course.

Now, 23 years after The Matrix was released, it feels like we’re living in a real-world version of that movie.

It seems to me like just about everyone has taken the blue pill.

Consider that most people are glued to their cell phones 24/7… addicted to social media… absorbed in video games…

Well, guess what?