Why Delta Could Mean Alpha for Commodity Plays (CEI, X, TECK, MOS, FCX, PAAS, VKIN, NUE)

The Delta Variant. It has become a question mark growing in the subconscious of the collective mind of the financial world. Will it continue to spread out of control and eventually break through the vaccine barrier or give rise to a related variant that can? Will we start to see mask and social distancing guidelines […]

Next Up: Small Cap Commodity Stocks like WY, TECK, CEI, and GPRE

The transition we have seen over the past six months across the market is landmark and defining. It represents a transition from growth stocks to value stocks. Put another way, it represents a transition from investing in stocks that will possibly drive big cash flows years from now through new innovations to investing in stocks […]