By Dan Steinhart, Casey Report: One thing’s for sure: the investment world is enamored with the new green industry. Over the last three months, the worst performer among the purest plays in the marijuana space soared 243%! But wait a minute....
Entries in Casey Research (111)
By Dennis Miller: The Fed bailed out too-big-to-fail banks that made bad business decisions. It acknowledged its policies force seniors to put their life savings at risk. It blew a stock bubble that will eventually burst. And bankers are paid record bonuses. What gives?
By Rick Rule, Chairman, Sprott Global Resource Investments: Natural-resource-based industries are capital intensive, and hence extremely cyclical. As a natural-resource investor, you are either contrarian or you'll be a victim. These markets are risky and volatile!
By John Mauldin, Mauldin Economics: Fed chair Janet Yellen has her admirers and her detractors. One unabashed admirer is my good friend David Zervos, Jefferies' chief market strategist. He has taken to hollering, "Dammit Janet, I love you!" Now he's at it again.
By Marin Katusa, Chief Energy Investment Strategist: America has some serious problems: education, health care, the power of lobbyists, government spying on Americans, poverty.... But there is one problem America doesn't have – getting oil out of the ground.
By Doug French, Contributing Editor, Casey Research: Gold has retraced nearly $700 from its $1,895 high, yet every central banker on earth has sworn an oath to Keynesian money creation, the only limit being their imagination.
By Doug Hornig, Casey Research: Gold mining stocks have been in a slump for over two years. They're the most volatile securities in the world. They’re “burning matches.” I'll give you several reasons not to touch them with a 10-foot pole. And one why you maybe should.
By Marin Katusa, Chief Energy Investment Strategist: Investors who want to know how the energy sector will be doing this year are, in my opinion, asking the wrong question. There really is no such thing as "the energy sector."
By Jeffrey Tucker, CEO, Liberty.me: Startup entrepreneurs deserve credit. They are creators of new products and services that might improve our lives and a driving force of new jobs in an environment that is otherwise rather stagnant. But it's not easy.
By Dennis Miller: How much does it take to keep up with inflation? Inflation feeds the illusion of wealth, but it is just that: an illusion. If your income does not keep up, you are getting poorer by the day.
By Marin Katusa, Chief Energy Investment Strategist: The world changed: Iran made a deal with the US, Russia, China, the UK, France, and Germany. Forget the nuclear weapons program. There’s only one thing on the minds of these six countries: oil.
By Doug French, Casey Research: In March, 2009, under pressure from Congress, the Financial Accounting Standards Board, a private-sector organization, motivated banks to become the worst slumlords and neighbors imaginable.
By Doug French, Casey Research: They don't ring bells at the top, but when a company called Fantex Holdings plans to sell shares in professional athletes and possibly actors and musicians, a chill should race up the spine of investors.
By John Mauldin: Far more revealing than Yellen’s testimony on Thursday were two very important papers by the two most senior Federal Reserve staff economists. The thinking that went into them must have been broadly approved by both Bernanke and Yellen.
By Eric Angeli, Investment Executive, Sprott Global Resource Investments: Precious metals miners are the most volatile stocks on earth. They're so volatile that investors often forget that underneath those whipsawing stock prices lie real businesses.
By Dennis Miller: In 2007, US Comptroller General David Walker pointed out on 60 Minutes that the US is suffering from a fiscal cancer. But politicians were unwilling to address it. Wall Street called him "Chicken Little." The national debt was $8.9 trillion. Now, it’s $17 trillion. And the cancer has metastasized to cities and states.
By Dennis Miller: “He lost his leg in a hunting accident; he’d assumed the gun wasn’t loaded,” my dad told me. Today, the old joke, "When you 'assume,' you make an ass out of you and me," isn't funny for folks whose assumptions cripple their retirement plans.
By Doug French, Casey Research: No wonder investors don't, or shouldn't, take economists seriously. After decades of booms and busts, the latest Nobel Prize co-winner, Eugene Fama, founder of the efficient-market hypothesis, claims the don't exist.
By John Mauldin, Mauldin Economics: Sheraz Mian, Director of Research for Zacks Investment Research, gives us an overview of corporate earnings trends for the past several quarters and consensus expectations going forward, and asks, “How realistic are these expectations?” Not very, he says.
By Dennis Miller: We all share a common goal: to grow our nest eggs and make sure they last over the long haul. Our generation was taught to live off the interest and never touch the principal, but interest rates for CDs and Treasuries no longer allow for that. They don’t even keep up with inflation, so we have to invest our money elsewhere if we want it to last.