Boris Schlossberg

How to Double Your Money in Chinese Internet Stocks

Everyone knows that the Chinese word for crisis is made up of two characters that mean danger and opportunity. Nowhere is this combination more evident than in the Chinese internet stock sectors which has taken a severe beating this year due to new government regulation that has put the whole industry on notice.

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Still the Greatest Trade of Our Lifetime?

In June we discussed the investment thesis for uranium noting that several analysts have called it the “greatest trade of our lifetime”. Since then uranium stocks have exploded and we take another look at the reasons why this is suddenly the case.

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Two Trades for the EV Revolution

But although EV market penetration is miniscule, regulatory pressures, advances in battery technology and massive capital spending by auto manufacturers indicates that in the next decade the world will make an inexorable shift away from the polluting and expensive ICE engine. 

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Is Gold About to Drop Hard?

The sudden collapse in Gold at the start of week’s trade may be signalling that US monetary policy will begin to tighten into the second half of the year as the Fed begins to taper its ultra easing stance in light of consistently strong US economic data.

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Is Vietnam the Next Great Investment in Asia?

The recent Chinese regulatory crackdown on a variety of companies from Didi to its education sector has many investors worried about the prospect of capital assets in Asia causing Chinese equity markets to dip over the past few weeks as traders reassess the risks.

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Are We Topping Out?

Price action stalls at all time highs Delta variant causing concerns Big divergence in breadth Seasonal volatility problems Market action is decidedly negative as we

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Is Inflation About to Wreak Havoc with Dollar General?

Whether inflation is transitory or durable continues to be the debate in the markets, but the very clear fact as shown in yesterday’s CPI data is that inflation is raging right now and while investors may dismiss its impact the reality is that it’s likely to take its toll on dollar retailers even sector leaders such as Dollar General.

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The Biggest Risk to Stocks is Not What You Think

With quarterly earnings reports coming up the focus of equity investors will be on guidance for the rest of the year forward. But while growth will be critical to further stock gains investors may be underestimating a far bigger risk to performance – multiple contraction.

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