Investment Strategy
Published July 2021 In recent months, China has cracked down on bitcoin mining, which means other countries, and particularly the US and Canada, are gaining a larger share of the mining network. This article takes a look at Compass Mining, one of the investment opportunities that exists for investors in that space. Bitcoin Mining: Coming … [Read more...]
Premium members can now read the 2021 Global Opportunities Investment Report: This report looks at over 30 countries, and compares their growth, debt, equity valuations, stability, and currency risks to give investors insight on where to allocate their money globally, or to at least be aware of where some of the macro imbalances are in the … [Read more...]
Published June 2021 The oil and gas sector has been one of the most disliked and out-of-favor sectors among investors for a while now. Some traders have played with it short-term due to the global reflationary rebound, but few investors are willing to commit to it long-term at this point. It's nothing more than a post-pandemic transitory bump … [Read more...]
Published June 2021 Most asset classes have some degree of controversy. Investors will debate endlessly regarding whether a stock is overvalued, whether bond yields make sense for the current environment, to what extent oil will be used two decades in the future, and so forth. But few asset classes are quite as controversial as gold, … [Read more...]
Inflation is a controversial and complex topic. This article looks at 150 years of data across multiple countries to provide a general idea of what inflation is, what to look for, and how to invest with inflationary and deflationary risks in mind. Read from the beginning, or jump to the section you want. Article Chapters: Definitions: … [Read more...]