Capitulation In Freeport McMoran
We are responding aggressively to the current market conditions which have weakened dramatically in recent weeks. These revisions to our plans will allow us to reduce operating costs and capital...
View ArticleDollar Selloff Is Risk To Stock Market
The dollar continues to tank and commodities continue to rally in the wake of yesteday’s Fed announcement: The euro is up another 2 cents versus the dollar to $1.37 – after rallying 4 cents yesterday...
View ArticleNYT: China Grows More Picky About Debt
China bought less than a sixth of the Treasuries issued in the 12 months through March. Less than two years ago, by contrast, Chinese purchases of Treasuries, which included purchases in the secondary...
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Is The Commodity Rally A Head Fake?
China’s strategic stockpiling and replacement of lower-quality domestic production with higher-quality imports have supported the recent rally in prices for many base metals, but we will not see a...
View ArticleIndependent: Middle East In Talks With China, Russia To End Dollar Dealing...
In the most profound financial change in recent Middle East history, Gulf Arabs are planning – along with China, Russia, Japan and France – to end dollar dealings for oil, moving instead to a basket...
View ArticleTop Gun FP Client Note: Why Simmering Inflation Is Poised To Knock This...
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right hand corner of the...
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An Emerging Bubble In Farm Land
It’s getting scary. - Mike Green, Real Estate Auctioneer who auctions farms in Iowa Source: “In Price of Farmland, Echoes Of Another Boom”, The New York Times, March 4, B1. Prediction: Crop prices will...
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Top Gun FP Client Note: The Limits Of A Commodity Led Stock Market
NOTE: Every week or two I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive it at the same time as my clients. You can sign up at the top right...
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Top Gun FP Client Note: Commodity Crack-Up May Signal Start Of Larger Correction
NOTE: Every week or two I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive it at the same time as my clients. You can sign up at the top right...
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The Chinese Slowdown
NOTE: Every week or two I wrote a Client Note for my clients. I post the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the Client Notes at the same time as my...
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Market Internals: A Look Beneath The Surface
NOTE: Every week or two I wrote a Client Note for my clients. I post the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the Client Notes at the same time as my...
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SCHN: Commodity Stocks Still Look Good To Me
Commodity stocks – along with the rest of the market – have been bludgeoned over the last couple of months as investors price in an extremely hawkish Fed. But earnings from Schnitzer Steel (SCHN) this...
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Commodity Stocks Will Rally If The Fed Stays In Line
Subjective Chart of Interest – Copper. pic.twitter.com/VeUjZSCU7b— Nautilus Research (@NautilusCap) July 20, 2022 It’s been an extremely volatile year for commodity stock bulls like myself. During the...
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MOS Is A Juggernaut
Fertilizer producer Mosaic (MOS) reported 2Q22 earnings after the close Monday. While earnings missed estimates and the stock is -3% as a result, I couldn’t care less because they were phenomenal....
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Play The Worldwide Food Shortage With DE
Farm equipment maker John Deere (DE) reported stellar earnings this morning and the stock is currently +5% in the premarket which would put it right around all time highs if it holds in the cash...
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Play EVs With LIT
On Tuesday, US lithium miner Albemarle (ALB) made a bid for Australian miner Liontown. Liontown shares jumped nearly 70% on the Australian stock exchange, igniting interest in the lithium market. Like...
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