Tag Archives: industry

Who could have predicted these oil prices? I’ll tell you.

The following prescient quote is from February 2014: The economies of China and India have slowed, and the U.S. is trending towards energy self-sufficiency thanks to production growth nobody envisioned back then.  The question today is why oil prices haven’t … Continue reading

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TESLA will bring us World Peace? At this price it better!

Based on the stock price performance, we should expect Tesla to bring about world peace.  Exciting growth situations, and I’ve seen many of them in various industries over my long career, seem to defy gravity for extended periods of time. … Continue reading

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Does divergence of stocks and commodities tell us anything at all?

I read a blurb from Business Insider – entitled One Of The Biggest Arguments Of Fed Haters Is Getting Obliterated Before Our Eyes – discussing the adjacent chart (published on May 15th) that still has me confused. Here is a … Continue reading

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Fund flows point to continued strength in global equity markets!

Back in September I suggested that my favourite contrary leading indicator – the weighting devoted to equities by institutional investors – was pointing to an imminent rally in stock markets. Once again it proved robust. But what’s happened since then? … Continue reading

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A case for $120 WTI oil – and sharply higher stock prices.

Back in July I was surprised to notice that oil prices continued to remain firm during the odd 2011 summer months (an anomaly caused by strife in the Middle East) when ordinarily we experience softness in energy prices that time … Continue reading

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Cyclicals Surprise Attack?

Earlier in the month, Alcoa was featured as the ‘second worse performing Dow stock in 2011.’ It was almost universally (in research reports by analysts and the press) expected that the financial results would be terrible, as evidenced by this … Continue reading

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Trees are GOLD in China; but Sino not the only way to play!

If you think the forest products industry is boring, be sure to watch this video.  I recall many years ago being invited to a live demonstration of heli-logging up close and personal on Vancouver Island.  It was a remarkable experience. Trees are gold in … Continue reading

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