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Musk on Uranium

September 30, 2021 by Matt McCracken
Disclosure: We are currently long Cameco (CCJ) and Denison Mining (DNN). We have had exposure to Uranium Energy Corp (UEC) and Energy Fuels (UUUU) earlier in the year. At any point, we may add or remove exposure to these names. If you have spent any...Read more

Watching Evergrande closely

September 22, 2021 by Matt McCracken
Financial pundits far and wide are trying to dismiss the impending Evergrande default as a "one-off", non-contagion-worthy incident. And let's hope that is the case. But I am watching out for another potential outcome. Evergrande has issued debt...Read more
Russell 2000 index fund chart

Ring the Bell! Finally, an "its different this time" headline

September 1, 2021 by Matt McCracken
Ring the bell! Its finally here. Potentially, a multi-year top in equity markets. The universal curse has finally reared its ugly head. And no other than CNBC's finest Bob Pisani is the one to usher in the next bear market. This from CNBC today:...Read more

FED caves on Inflation

August 27, 2021 by Matt McCracken
Listening to Jerome Powell's testimony today gave me the distinct impression that the FED is in complete denial about inflation. He used terms like "transitory", "passing", and "temporary" to describe the ill-effects of inflation on the economy. He...Read more

7-year cycle on the Horizon

May 26, 2021 by Matt McCracken
This morning, I read how Jim Cramer stated in one of his recent shows, "The stock market runs on cycles. When you have this many running at once, the averages tend to be pretty darn resilient...That's why I think you need to keep buying the dips...Read more

Inflation: How to Properly Hedge Inflation

March 26, 2021 by Matt McCracken
The above picture is one I took personally from our local gas station right in Horseshoe Bay. Since I took this picture a couple of weeks ago, the price of a gallon of gas has already risen 20c. I have no idea why the picture appears sideways but I...Read more

Article review: How Bitcoin Ends

March 26, 2021 by Matt McCracken
I just read the best article I have read thus far on the issue of Bitcoin. Thus far, my take on Bitcoin and cryptocurrencies, in general, is that I assume my children will one day buy a car or a house with a cryptocurrency, but I am doubtful that it...Read more
Silver bars

Gold Bottoming Out?

March 10, 2021 by Matt McCracken
Disclosure statement: We are long CEF, SGOL, SIVR, AEM, GDX & FNV in our various client portfolios and maybe adding additional exposure in the near future. Calling market inflection points is a tricky business at best. When I called a bottom in...Read more
Arsenio Hall meme

Things that make you go "HMMM"

March 4, 2021 by Matt McCracken
Today, capital markets were "rocked" by comments from Fed Chairman Jerome Powell that were somehow deemed to be hawkish. The most confusing reaction to his comments was the simultaneous sell-off in both precious metals and Treasuries. In theory,...Read more