The Lazy Man’s Guide to Trading

I like to start out my day by calling readers on the US east coast and Europe, asking how they like the service, are there any ways I can improve the service, and what topics would they like me to write about. After all, at 5:00 AM Pacific time, they are the only ones around. […]

Biotech’s Awkward Middle Child

Well, folks, I’ve been trading biotech stocks since before most of today’s analysts had their first internships. After countless dinners with pharma execs and more investor conferences than I care to remember, there’s one thing I’ve learned about this sector – these stocks are a lot like the experimental drugs themselves: sometimes miraculous, sometimes disappointing, […]

The Next Thing for the Fed to Buy is Gold

A huge new buyer may eventually enter the gold market. That could be a year off, maybe two, or three at the most. I’ll give you a hint who: your taxes will pay for it. If true, it could send the price of the barbarous relic soaring above $5,000, or even $50,000 an ounce, a […]

THE GLASS BACKBONE

(GLW), (LUMN), (T) While cruising down Highway 1 last weekend, I received a call from an old friend who runs one of America’s largest data centers. He sounded unusually animated, almost giddy.  “John, you wouldn’t believe what’s happening with our fiber requirements,” he said, nearly shouting over the roar of his Tesla. “We’re ordering three […]