Archive - The Free Market Speculator

Wake Up: Energy is a Growth Business

Energy valuations are still cheap...

8 hrs ago •

Real Decades and Paper Decades

Inflation comes in waves...

Apr 18 •

A Tale of Gold, Bonds and Fed (In)dependence

Plus gold and the Great Inflation Part II

Apr 11 •

Overbought Energy

There's an energy and commodity supercycle underway

Apr 4 •

March 2024

Inflation and the Federal Reserve

Plus a new addition to the model portfolio

Mar 27 •

Meet the New Leaders

Tech is losing steam, energy, and materials now lead

Mar 21 •

Money Life with Chuck Jaffe

Covering energy, my methodology and quick thoughts on 5 names

Mar 20 •

16:49

Inflation Isn't Dead

Plus: Adding to Basic Materials Exposure

Mar 14 •

YouTube Interview on Energy

My latest discussion with Jason Burack of Wall Street for Main Street

Mar 10 •

Growth and Inflation Resurgent

Plus: Gold, Gold Mining Stocks, Oil and the Dollar

Mar 7 •

February 2024

Not a Normal Bull Market

The narrowest equity market leadership in history

Feb 29 •

Inflation and Rotation

Plus some sectors and themes on my radar screen

Feb 22 •

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