Market Research Blog Posts

Disclosure: We currently own DBA, WEAT and various wheat futures contracts (ZW and YW) in many of our client accounts. Wheat prices exploded higher today as the conflict in Ukraine continues to rage on. A few people have asked me how to invest in...Read more

To paraphrase Ronald Reagan, "The FED is not the solution to inflation, the FED creates inflation." And inflation is hotter than it has been in a generation. The CPI came in at 6.8% in November, the hottest reading since 1982. For months, the FED...Read more

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

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

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

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

For disclosure purposes, we are long Uranium Participation Company (U.to), Cameco (CCJ), BWX Technologies (BWXT) and Denison Mining (DNN) as of the date of this post. CNBC posted excerpts of an interview today with Bill Gates talking about how he is...Read more

This morning, CNBC posted an article titled, "Why Russia - and Putin - might be worried about a Biden presidency?" The article points out several events that have not endeared Russia to the Democratic party. I think we may need to consider flipping...Read more