Schachter’s Eye On Energy – September 15th, 2021
09/15/2021 11:48 AMEach week Josef Schachter will give you his insights into global events, price forecasts and the fundamentals of the energy sector. Josef offers a twice monthly Black Gold (SER) newsletter covering the general energy market and 30 energy, energy service and pipeline &...
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“It Has Arrived”: Uranium ETF Sees Record Inflows Amid Retail Buying Frenzy; Japan Hints At Restart Of Nuclear Power Plants
09/15/2021 10:32 AMWe've talked about the Commodity Super Cycle - a major theme in the coming years. Uranium is on our list of commodities that stand to benefit from this cycle, and this is why our managers began investing in the sector earlier this year. Its price has exploded recently...
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Former BOC governor says economy facing ‘tripod of angst’
09/15/2021 9:42 AMWhen it comes to the state of the economy, particularly during a federal election campaign marred by the COVID-19 pandemic, a former Bank of Canada governor likens it to be a “tripod of angst.” Stephen Poloz, who spent seven years at the helm of the central bank until...
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Big Fat Idea – Investing in Education Technology
09/14/2021 1:35 PMMartijn van den Bemd, GM of Adcore (TSX:ADCO) joins Mike to share some ideas on investing in cutting edge EdTech and the growth prospects for the...
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Energy commodities have been the best-performing asset against inflation, research finds.
09/14/2021 11:12 AMOne of the best ways to fight inflation is just to follow the trend. That’s the conclusion of a research paper written by researchers at hedge fund giant Man Group led by Henry Neville, as well as famed Duke University finance professor Campbell Harvey. Man Group EMG,...
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Kevin O’Leary says he wants to more than double his crypto holdings to 7%
09/14/2021 10:55 AMCelebrity investor Kevin O’Leary says he wants to at least double his cryptocurrency holdings by the end of 2021, and predicts that “trillions of dollars” could pour into the market if crypto becomes a new asset class. The “Shark Tank” investor had previously said...
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Is Oil Really Doomed?
09/14/2021 10:22 AMTwo recent reports warned that oil and gas production needs to be significantly reduced if the world is to meet the Paris Agreement goals and curb the effects of climate change. They add to a growing body of research calling on Big Oil to stop pumping. But Big Oil...
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Bitcoin worth $2 billion moves for just $0.78
09/14/2021 9:57 AMBlock data from Blockchain.com reveals that a colossal Bitcoin (BTC) transaction worth $2 billion was processed on Monday night. Despite the enormous financial value, the unknown wallet holder only paid 0.00001713 BTC fees equivalent to $0.78. Although it is unknown...
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Trading Desk Notes For September 11, 2021
09/13/2021 11:49 AMStock indices trended lower all week to end the week right on their lows. Option Vol spiked higher In late August, my primary trading view was that the summer’s complacent, pro-risk market sentiment was due for a correction. “Everybody” was a buyer. Stock index option...
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Walmart says press release on pact with Litecoin was fake and cryptocurrencies fall
09/13/2021 10:47 AMCrypto investors got a fresh injection of volatility on Monday, after Litecoin (LTC-USD) spiked — then quickly tanked — after news of a partnership with Walmart (WMT) was exposed as a hoax. Litecoin rallied as high at 25% in under half an hour, after a fake...
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