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People often ask why I focus a lot on commodities (like oil, gold, wheat, gas, etc.). But the thing is, I don’t have a certain bias towards commodities, I have a bias for maximizing upside while minimizing downside. Let me [...]
Imagine driving around a treacherous road along a mountain ledge and a truck comes around the corner on the wrong side of the road. You swerve one way and you’ll go over the cliff, and swerve the other and you’ll [...]
“Find the premise which is false and bet against it.” – George Soros. I often remind myself of that above quote from arguably one of the greatest hedge fund managers of all time. As regular readers will perhaps realize, a [...]
Welcome back! Things are getting interesting out there and profit opportunities are making themselves clearer… Take a read of previous newsletters the last few weeks here. I’ve been explaining how the market itself is telling us what is going on [...]
So, did you buy natural gas when I mentioned it a couple of issues back? That’s a tidy profit already, with more to come. Same for the dollar. Last week I told you the US dollar would plunge and there [...]
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