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What's really moving these markets

The commodity trade is far from over

The perfect time to buy commodities… Coal investors stand to make a ton of money… And why rising oil prices give the Fed wiggle room… Plus, why Biden’s sanctions actually help Russia… And why SPACs are terrible for investors.

When an infrastructure bill passes… sell stocks

Today, Frank and Daniel share their take on top news: Should you add exposure to China? Will the infrastructure bill pass this year? (And why you should sell stocks when it does.) Plus, 3 popular stocks have pulled back… Are…

The Fed can’t afford to be wrong on inflation

Harris “Kuppy” Kupperman explains why the ESG movement could be terrible for energy prices going forward… his take on Reddit retail investors… and a few of his favorite ideas right now. Plus, are China’s shipping delays priced into the market?

China’s new digital currency will disrupt the world

John Petrides of Tocqueville Asset Management highlights some of the biggest risks investors face in this bull market… and shares his favorite sectors and stocks to own now. Plus, why China’s new digital currency will disrupt the world… and Joe…