Monthly Archives: May, 2019

Lumber Prices Chopped Down by Bad Weather

Bad weather in some key housing markets had tempered demand for lumber, as builders are slowed down. Some big mill owners have even trimmed...

Will Amazon Upend the Freight Market?

Amazon is opening up its internal shipping network to third parties. That could have a major effect on the American transportation market, and on...

Miss This Investing Concept to Your Everlasting Sorrow

Lack of patience, more than anything else, hamstrings investors in their pursuit of profits. I wrote in July 2004 that impatiently trading in and...

Does Private Equity Race for the Exit Spell Trouble?

Stephen Gandel, writing for Bloomberg, explains that private equity companies have shortened the amount of time they spend invested in American companies in 2018....

Americans Won’t Vote for a Return to the Sleepy Joe Economy

Real GDP growth so far in the Trump era has averaged 2.77% per quarter, while during the Obama/Biden era it averaged a sleepy 1.9%. Originally...

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“Honey, I Think It’s Time I Retire”

“Honey, I think it’s time I retire,” you said,...

The Evolution of the Dow Jones Utilities Average Index

In 1929, Dow Jones spun out utilities from its...

“Pay A Little More”

You know states are taking sides in a war...

Solar and Storage Boom Reshapes California’s Electricity System

In the first five months of 2026, utility-scale solar...

IEA Warns Oil Market Heading Toward Future Surplus

The International Energy Agency’s (IEA) Oil Market Report (June...

America’s Energy Future

You can see in the chart below the dramatic...

Your Survival Guy’s RAGE Gauge: Develop a Plan

You are living in a “haves and have yachts”...

Risk

Risk, it means different things to different people. If...

Ben Graham: Margin of Safety

In 2001, I wrote about Ben Graham and his...

Largest US Fuel Delivery to Cuba in Decades Halted

A planned shipment of 250,000 barrels of gasoline and...