A couple of months ago, I wrote a quick piece about how when an asset breaks, then its broken. I used $AAPL and $GLD as examples but the post really wasn’t about those two names in particular even though I got some hate from Apple bulls and gold bugs. What I was really focusing…
I first posted this chart in January & then again at the end of March. It shows the 2 corrections of 2012, one of 10% & one of 8% even as the $SPX and all broad markets were up more than 10% for the year. Both lasted 2 months which is notable and the…
So here’s the deal. Over the coming weeks and months I want to learn a lot about solar energy for potntial long term investments. This is not a trade and I have no positions yet but over the course of time I want to be able to develop my own theses and strategies so…
I read a great piece this morning by my old friend and energy analyst Chris Nelder on the economics of alternative energy which compared nuclear unfavorably to solar. Its a must read piece if you are focusing investments on energy in general and alternative energy specifically. Chris is a treasure trove of information and…
Its an honor sitting down with Chris Kimble of Kimble Charting Solutions. We walk through his thinking here on The Nikkei, home construction, high yield debt and margin debt. This is a serious weekend watch. Enjoy… $EWJ $TLT $XHB $SPY