commodities

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Energy stocks may double

I still see a solid year for the global markets in 2021, but a lot of love is now priced-in. […]

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Is energy the next big contrarian trade?

Oil is setting up to be a potentially powerful contrarian trade. Keep in mind that all contrarian trades are risky. […]

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Gold may be nearing a buy point again

As a contrarian, I rely at least to some extent on sentiment data. As the Templeton once said: “To buy […]

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Lumber overbought

I don’t normally blog about commodities. But lumber is one of those commodities that people may be more aware of […]

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Is the gold rush over?

I’ve been getting a few questions on gold and gold producers lately. Its run pretty hard to the upside, but […]

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USD outlook, and some potential hedges

  After peaking during the COVID panic in March, the USD has declined more than 10% from that high level […]

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Charts to watch

Here are some charts I am following for various reasons. I’ll look at the loonie, WTI oil, Canadian oil, the […]

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Is oil an opportunity?

Last week, I blogged (and ranted a bit) about the new fad of ESG investing. There is a growing trend […]

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Everything’s up – but is that good?

The past month or so has been unusual.  Both “risk-on” and “risk off” assets have rallied. Risk-on refers to the […]

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Dumb is as dumb does

The past few days have been illustrative of how “Dumb money” operates. For those unfamiliar with the term, Dumb Money […]

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