Hudson Taylor

27
Sep

A Trading Lesson From George Costanza

The time was 2008.

The place, a supermarket in DeSoto, Texas.

Anita Ortez had just finished shopping there and was ready to head home.

But as she started her Toyota 4Runner, she knew something was very wrong.

17
Sep

Oil & Energy Stocks are Just Beginning to Bounce Back – Here’s Why Free Cash Flow (FCF) Yields Matter to Retail Investors

Oil stocks to date have had a remarkable run since WTI oil futures were trading as low as -$40.32 per contract for a barrel of oil – a truly bizarre and unprecedented moment in global financial markets. The precipitous drop into negative territory occurred as the pandemic was unfolding, when countries went into lockdown and people were confined to their homes. Demand for crude evaporated in the market and supply became bloated as participants in the oil market sought whatever means to offload inventories of crude.

17
Sep

The Number One Country to Bet on Now

It was just before dawn when my train pulled into the station.
I surveyed the scene outside from the comfort of my first-class car.
It was shocking.
The railway platform was packed with ragged people sleeping under soiled blankets.

17
Sep

Shrinkflation is Inflation’s Ugly Little Sister – What it Means for the Retail Investor

Have you ever bought a bag of chips but once you opened it, felt like the bag wasn’t even half-full? Or perhaps you grabbed a smoothie after a workout and finished it in little more than a few sips, leaving you feeling that the price you paid was not really worth it?  This phenomenon tends to cause indignation amongst consumers, as it can leave them feeling cheated or ripped off – but as a retail investor you should also be paying attention to what it means for your portfolio. 

17
Sep

Another Colombian “drug war” is brewing

The other night I was sitting around channel-surfing, determined to find something fun to watch.
That’s how I stumbled onto Narcos.
As you may know, Narcos is a Netflix series that highlights notorious Colombian drug lord Pablo Escobar.
He reportedly made $30 billion by trafficking cocaine to the U.S.
In the process of amassing that fortune, he turned his country into a war zone.
In fact, his crews killed so many rival drug gang members, cops, politicians, judges and innocent bystanders, Colombia became known as the murder capital of the world.
Those murders dropped off dramatically after Escobar was killed in a 1993 police shootout.
But the flood of Colombian cocaine into the U.S. continues to this day.
Rival drug cartels have seen to that.
You don’t hear much about cocaine from Colombia anymore.
But now…

16
Sep

Powell “Temporary” Inflation

“Inflation at these levels is, of course, a cause for concern. But that concern is tempered by a number of factors that suggest that these elevated readings are likely to prove temporary.”

That what the Fedearl Reserve Chairman Jerome Powell said in a speech last week to Jackson Hole Economic Policy Symposium which is sponsored by the Federal Reserve Bank of Kansas City.

The key word there is the last word – temporary.

But the speech was for 21 minutes and mentioned inflation 71 times (here is the transcript of the speech).

If it’s really “temporary,” why mention it every 18 seconds?

We weren’t buying it.

But then we realized that he may truly mean inflation is temporary.

At least temporary in the government sense of the term.

We know of many “temporary” government policies and projects.

15
Sep

Political Theater

All of the politicians hemming and hawing about budgets and spending…

It’s all theater.

All of it.

And it could be the foundation of a major run in one of the most out of favor asset classes.

And the next big run will be set to kick off by September 27th.

3
Sep

Outlook for Tin

If you follow metals and mining on Twitter, you may have stumbled upon the hashtag #tinbaron, and asked yourself what is the big deal about a metal from antiquity? 

2
Sep

Betting Against Opioids: Investing in Healthcare vs Big Pharma

I’ve got a 91-year-old father who means the world to me.
And I’ve devoted this summer to spending some quality time with him. So I sublet my apartment in California and rented an Airbnb in the town of Bainbridge, Ohio, a few miles from where my dad lives.
I figured we’d spend the summer going on walks together… play a little golf… maybe even take a few mini-road trips.
None of that’s happened.
The reason?
Dad’s suffering from severe low back pain – everything he does hurts.
Now he can’t even leave the house without a walker.
Doctors haven’t been able to do much for him, other than prescribe painkillers and cortisone injections.
All that’s helped a little, but he’s still miserable.

2
Sep

The Fly in the Ointment of the EV revolution

I said it in my last article, and I’ll say it again…
Diesel-powered vehicles are on their last legs.
Governments are seeing to that.
As of the beginning of 2021, 31 cities, states and countries worldwide have diesel bans in place.
More are sure to follow.
The main reason – excessive NOx emissions from diesels are polluting our air, making people sick and causing deaths.