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.
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Radical Undervaluation
In the late 1990s, Warren Buffett’s Berkshire Hathaway started to buy silver in a big way.
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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
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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.
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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.
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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
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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.
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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.
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Uranium’s Next Big Cycle
Uranium’s last major bull market – from 2003 to 2007 – transpired at the same time the Federal Reserve began raising interest rates just like they are today!
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Feature Video: A Huge Secular Trend in Real Assets
Households have more equities as a percent of their portfolio than ever. Is this a good thing or a bad thing?
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