Even before the Israeli/Iran crisis, oil was on our radar and in our portfolio over $62 a barrel.
Shale oil supply could be peaking.
Rig counts were down for weeks.
US withdrew nearly 11 million barrels from the reserves.
Producers …
On Sunday, I wrote the playbook for the Economic Modern Family
Israel and Iran are at war. Marines have been deployed against American citizens, and elected US Congress members have been assassinated.
Regardless of your political views, it’s hard not to agree that the current geopolitical environment is disturbing and filled …
By now, I hope you listened to the 36-minute interview I did early last week with Maggie Lake.
In case, link to the interview.
“[It’s] all hands on deck for energy,” Mish said. “Every source of energy is needed.”
And …
On Monday, I sat down with the incomparable Maggie Lake.
As she posts on her Substack page, “As ever with Mish, we got through a lot in 30 minutes”
Here is the link to the interview.
Plus, Maggie put together …
Apple is currently navigating a perfect storm:
Last week, the S&P 500 reclaimed the $6,000 mark with the help of a surprisingly mediocre monthly employment report.
There is an important market message here, and…
It coincided with a big breakout in silver, which has a chart that …
Considering how much the market has absorbed and yet keeps on ticking, I thought we should look at what Druckenmiller calls the “inside” sectors of the US economy.
Coincidentally, these sectors are all part of my Economic Modern Family.
For …
WTI oil prices are currently facing a complex interplay of factors.
While OPEC+ production increases are likely to put downward pressure on prices, supply disruptions, geopolitical tensions, and seasonal demand could continue to provide some support.
Analysts are divided on …
As of the latest data available, the top three holdings in the iShares Biotechnology ETF (IBB) are:
These three companies collectively represent approximately 25.68% of the ETF's total assets. …