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In trying to predict oil prices, a difficult task has recently been made more difficult. That’s because of all the noise surrounding China’s putative slowdown. Putative, first, because China’s growth is in line with the country’s own projections. And second, because, if it’s below the West’s earlier expectations, the reason… Read More

The first three and a half years of this decade have been momentous, and not in a good way. The chaos of the pandemic. The war in Ukraine and its global repercussions, as the West’s efforts to throttle Russia have boomeranged. And now, if you believe all the recent reporting… Read More

In last month’s lead article in TCI, the p.3 table presented 10 small-cap stocks in niche areas with potential to be big winners in the years ahead. Four of the stocks are recommendations in Growth Portfolio’s “Hot Corner” section. Here we look at two possible future picks: Haynes International (NYSE:… Read More

This week, we are adding a new small-cap stock with excellent potential to our new Extra Gear Portfolio: Li-Cycle (NYSE: LICY), a Canada-based battery-recycling specialist. Specifically, it recycles lithium-ion batteries. That is a big deal because of lithium batteries’ vital role in electric vehicles (EVs) and renewable energies storage, burgeoning… Read More

As the saying goes, there are lies, damn lies, and statistics. This is particularly apt when it comes to energy. While the IEA crows that solar energy capacity has doubled since 2017, this seemingly high figure needs context. It translates into 800 additional terawatt hours of solar… Read More