Recession Indicator to Watch: Net Domestic Investment to GDP

Recession Indicator to Watch: Net Domestic Investment to GDP Net Domestic Investment to GDP is in a long-term downtrend since 1950. It is not a timing indicator for predicting the end of business cycles. But before a recession, it always peaks (red arrow) and then declines (black arrow). Currently, Net Domestic Investment to GDP has a nice…

Is Tesla Stock a Good Investment?

Is Tesla Stock a Good Investment? Ouch, Tesla stock is down from $377 to $196 in just 23 weeks. Tesla is not a tech company, but a car company. It isn’t making as much money as expected. The future of Tesla is far from certain, with billions in debt coming due soon. Picture source: Hedgeye…

Why Are Oil and Gas Companies Making Massive Investments for the Next 10 Years?

Why Are Oil and Gas Companies Making Massive Investments for the Next 10 Years? Oil and gas companies are making massive investments for good reasons. The energy demand will flatten after 2030 and the oil and gas industry will go through a transition over the next decades. Below is the oil and gas forecast to 2050.…

Unicorn IPOs, Are They Good Investments?

Unicorn IPOs, Are They Good Investments? Keep in mind that most IPOs lose money for investors after 5 years. Pictures source: CNBC, Hedgeye Risk Management LLC

Warren Buffett Talks Investment Strategy and Mastering the Market

Warren Buffett Talks Investment Strategy and Mastering the Market “Well, I look at a lot of figures just in connection with our businesses. I like to get numbers. So I’m getting reports in weekly in some businesses, but that doesn’t tell me what the economy’s going to six months from now or three months from…