The “All-Weather” Portfolio is Toast
Portfolio construction is an unquestionably important aspect of portfolio management.
The Start of a New Megatrend
We are witnessing that today after a nearly decade-long period of low oil investment, with no signs of it abating, leading to global oil pumping capacity constraints and record low inventories.
The Disinflation Meme
Food, water, shelter, and energy are some of humanity’s most basic needs, yet energy is one of the most misunderstood markets in the world today.
Radical Undervaluation
In the late 1990s, Warren Buffett’s Berkshire Hathaway started to buy silver in a big way.
Feature Video: The Best Big Trends Investment Indicator
The world has exited one long-term secular trend and have entered a new long-term secular trend with very different investment implications and economic conditions under our current global system
Why FMT Likes the Oil and Natural Gas Industry
The adage that “there is nothing to fear but fear itself” is apropos for investors in the energy markets. Anyone trying to time the next recession or downturn in key commodity producers is likely making a futile mistake based on fundamentals.
Shh… Don’t Tell Anyone
Our last note explained that when governments have nosebleed debt-to-GDP levels, there is only one way out for them: much higher levels of inflation to get their balance sheets to more manageable levels.
Feature Video: The Energy and Global Debt Crises
The world has exited one long-term secular trend and have entered a new long-term secular trend with very different investment implications and economic conditions under our current global system
Are Energy Stocks Good Before a Recession
The cruel paradox is that one might think investing in economically sensitive industries such as oil and natural gas isn’t a good place to be when a recession appears imminent because of an inverted yield curve.
Is Energy About to Go Full-Send?
Our economy is modeled on a debt-based system that must always grow. Without growth, we cannot service previous deficits, which is a problem for our overly indebted government.