All Blog Posts 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

Goldman Sachs, possibly the de facto leader of Wall Street, is calling for much lower average returns for the S&P 500 over the next 10 years. Here is excerpt from Yahoo!Finance: Goldman Sachs forecasts that over the next decade the S&P 500...Read more

[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

(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

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

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

(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 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