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Global Manager on China: 83 Tons of Fraudulent Gold
The last few months have continued to cement our conviction to avoid investment in China- based companies. The Senate passed a bill that could force the delisting of China-based stocks on U.S.…
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Bulls Charge to All-Time Highs
While weaker economic data has not yet dented the “bullish sentiment” at this juncture, it doesn’t mean it won’t. However, as we have discussed over the last several weeks, a breakout of the…
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Different Ways To Use Solar Power
As the world embraces more solar power, it turns out there are two competing visions – the traditional utility model of building solar farms for transmission to customers, and the distributed…
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Introducing: Headlines from Across the MAP
Investors have a content problem. The constant barrage of information – mostly useless noise – can be overwhelming. At MAP, we spend much of our time reading. We want to point you to our…
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Athleisure Has Become Everyday Clothing
Lululemon has become the most relevant and recognizable athleisure brand in America and increasingly around the world. The company’s stores offer exceptional aesthetics, strong customer…
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ReSolve Riffs: Money Supply, Inflation and Asset Prices with WidsomTree’s Jeff Weniger
For the last 12 years, the Fed and other major central banks have exerted overwhelming influence and power over investors’ behavior and capital markets. Since the pandemic began, governments…
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Investing in Commodities: Seasonal Factors Make Active Management Necessary
This whitepaper provides trade examples using seasonal charts as guidance for positioning when taking seasonal factors into consideration. Long-only, indexing, and other passive commodity…
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Is it Insanely Stupid to Chase Stocks as the Economy Plunges?
While the market has not been able to push above the recent July highs. support is holding at the rising bullish trend line. With the short-term “buy signals” back in play, the bias at the…
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The Biggest Pipeline Companies Are Doing Well
Last week Enbridge (ENB) and Enterprise Products (EPD), North America’s two biggest pipeline companies, were among those reporting earnings. Both beat expectations – ENB reported 2Q EBITDA of…
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5 Nasdaq Stocks with Most and Least Economic Exposure to Oil
The global COVID-19 pandemic and disagreements between Russia and Saudi Arabia caused a one-two punch to the oil prices back in March of 2020. This has created a glut in the oil Market…
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