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Rising rates will lead to higher INFLATION

  Honestly ask yourself … 30 year of ultra low rates in Japan couldnt ignite inflation.One of the greatest monetary experiments in financial history has been the global central bank buying of government debt. This has been touted as a […]

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The Best Natural Gas Plays Now

Further to the second and last items above, it’s easy to forget that natural gas is actually a pretty good play right now — at least in certain parts of the world. As the chart below shows, North American natgas […]

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Foot Locker Long Idea

Four new stocks make our Exec Comp Aligned With ROIC Model Portfolio this month. April’s Exec Comp Aligned With ROIC Model Portfolio was made available to members on 4/13/17. Recap from March’s Picks Our Exec Comp Aligned With ROIC Model […]