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Outstretched hand

Drunkenmiller is short US Treasuries, but how?

October 28, 2024 by Matt McCracken
Stanley Drunkenmiller, the legendary investor whose track record makes Warren Buffett's seem pedestrian, is on the record saying he is short US Treasuries (i.e. betting on higher interest rates). This announcement is quite incredible for two reasons...Read more
Nuclear reactors

Uranium Stocks go Nuclear on Amazon Announcement

October 16, 2024 by Matt McCracken
[Disclosure: We own several uranium mining stocks including, Cameco (CCJ), Denison Mining (DNN), Nexgen Energy (NXE), Uranium Energy (UEC), and Energy Fuels (UUUU).] Amazon announced last night that they will be building small nuclear reactors in an...Read more

CNBC Confirms my Thesis

October 4, 2024 by Matt McCracken
(Disclosure: Our firm and our clients' SMA accounts are long various energy contracts, ETFs, and equity positions linked to the oil and gas space.) This morning, CNBC posted an article titled " Why oil prices haven't skyrocketed on Middle East...Read more

Bigger surprise, FED cuts 50 bps or L/T rates actually go up?

September 18, 2024 by Matt McCracken
Today, the FED cut rates for the first time in many years, choosing to go big with a 50 bps cut. This suggests rates are headed lower for a while. However, on the long end of the interest rate spectrum, rates didn't go down at all, rather they...Read more
Image of Kaight, our AI trained financial planner

Introducing Kaight.AI

June 28, 2024 by Matt McCracken
For those seeking financial planning advice, here is a massively helpful tool. Kaight.ai is a newly released AI-trained financial planning tool. I have found that she can be very helpful, especially when dealing with issues of a sensitive nature...Read more
Couple paying bills

Dual Income Penalty

May 30, 2024 by Matt McCracken
(Disclaimer - I am not a CPA, I do not provide tax advice, consult with your tax professional. The following is for informational purposes only and is insufficient for the purpose of making any sort of financial decision.) As I understand it,...Read more
gold bars

What happens to gold if the USD and/or rates start to go down?

April 17, 2024 by Matt McCracken
Gold has been on a tear recently climbing nearly $350 or about 15% since the beginning of March. What makes this move so shocking is that is in the face of a much stronger US dollar index and rising interest rates. Before we take a deeper dive, here...Read more
Gold bars

What in the World is Going on with the Precious Metal Miners?

March 5, 2024 by Matt McCracken
I just have to pose the question, what in the world is going on with the stock price of precious metal miners? Gold just closed at an all-time and, more importantly, it just completed the confirmation of a bullish “Head and Shoulders Pattern” and...Read more

How to profit from the shortage in Oranges

July 14, 2023 by Matt McCracken
The news is reporting that orange production this year will come in at its lowest levels since 1937. Weather and climate change are blamed for the acute shortage this year as two nasty freezes hit Florida crops this past winter. The bigger issue...Read more