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The Coming Bull Market In Oil

To be a smart contrarian you need to have the confidence to dive into unloved areas of the market and sort through the rummage in search of asymmetric opportunities. Our team at Macro Ops has been digging deep and has finally “struck oil” in the energy market.   The popular narrative driving oil’s bear market over the last 3 years has consisted of two core ideas: Fracking has caused the supply of oil to explode. The adoption of electric vehicles is killing a huge source of oil demand.   Combine increased supply with decreased demand and of course you’re going […]

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There’s More Than One Way to Kill a Bull (Market)

I like to call Peru the Texas of South America. It has nothing to do with footwear (the Texas cowboy boot is vastly superior to the Peruvian horseman’s boot) or cuisine, though I might have to give Peru the nod on that one…  A good lomo saltado, a traditional Peruvian stir fry, might actually be worth killing for. No, it has everything to do with attitude. In the eyes of a Texan, everything is bigger and better in Texas. Everything. No exceptions. And we all talk about Texas constantly. It’s just what we do. Well, Peruvians feel the same way […]

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Bull Market in High-Tech Metals to Continue; Chris Martenson: Make Yourself More Self-Sufficient

Welcome to this week’s Market Wrap Podcast, I’m Mike Gleason. Coming up we’ll hear a sensational interview with Dr. Chris Martenson of The Crash Course and PeakProsperity.com. Chris gives a stern warning to those who are becoming complacent and don’t seize on the opportunity to become more self-reliant and self-sufficient during this calm before the storm… and what appears to be an inevitable economic reset. Don’t miss my conversation with Chris Martenson, coming up after this week’s market update. Gold and silver markets consolidated this week, with both metals reacting to jobs numbers on Thursday. The ADP report showed private-sector […]

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I’m NOT a Bull!

On December 13, Denzel Washington hit the nail on the head when he said: If you don’t read the newspaper, you’re uninformed. If you DO read the paper, you’re misinformed… We live in a society now where it’s just “get it out first!” We don’t care who it hurts. We don’t care who we destroy. We don’t care if it’s true. Just say it! Sell it. And I’ve been victim of this same media mentality since I issued my Mea Culpa last week. Somehow the media has decided that my admission of mistiming the market very short term was a […]

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