Category: Odd Lots

‘Markets can stay irrational for longer than you can stay solvent’ is a classic maxim for investors, but it holds true for journalists too. In this episode, we…

The situation in energy right now seems bleak. But while everyone is focused on the high price of gasoline, or the frailty of the electrical grid, advances are…

There are a lot of challenges facing emerging markets right now. For a start, the dollar has been pretty strong, heaping pressure on governments that have borrowed in…

There’s a fairly linear relationship between what’s going on in the stock market and what’s going on in the world of venture capital and private tech investing. When…

The price of oil is the central threat to the economy right now. Surging gasoline costs crimp consumer budgets. Surging diesel costs make everything more expensive. And of…

Oil prices are sky high. And there’s plenty of oil in the ground in North America. And so far the supply response has been disappointing. Frustration is boiling…

Legendary short seller Jim Chanos says that despite the plunge in stocks, there are numerous swathes of the equity market with plenty of downside risk. On this episode,…

Housing in the US is a constant source of frustration. On the way up, prospective homebuyers worry that they’re missing out on their chance to jump on the…

Most people think of Foxconn as the company that assembles iPhones. But it’s a lot more than that. In fact the company really got started by manufacturing all…

There are numerous macro factors driving elevated inflation. But in some categories, there also seems to be a lot of bad luck. When it comes to the US…