Venture Society

06/18/2021

Modern Monetary Theory Always Works. Once.

Marin’s Note: We are going to do something different with today’s missive. Today we will allow long time reader and esteemed colleague of ours (who wishes to remain anonymous), Era “the Nature Boy of Finance” Flair, our platform to make his comments. They are well thought out and his angle […]
06/17/2021

Inflation, Commodities Crackdown Spook Wall Street. 8 Dips to Buy

Mainstream financial media is once again struggling with ADD as they grasp at straws — headlines are all over the map. CNBC in particular is casting the net awfully wide, with Federal Reserve Chair Jerome Powell’s comments yesterday taking center stage amidst a rip in interest rates and the U.S. […]
06/15/2021

How to Play Slowing Retail Sales Amid Rampant, Rising Inflation

As I wrote in a note yesterday to external subscribers, “Inflation has been a consistent theme amongst the flapping heads in mainstream financial media over the past few weeks.” We’ve certainly been talking about it a lot here. But last week’s Consumer Price Index (read: inflation) figure of over 5% […]
06/11/2021
gasoline pipeline hack

Gold Miners: Cash Is King

Since the start of the year, central banks have purchased over four million ounces of gold. April was a big month for central bank activity. Over half the amount of gold purchased in 2021 was in the month of April alone. In April, central banks acquired 2.45 million ounces — […]
06/04/2021

The Most Misunderstood Commodity on Earth: Carbon Credits

In 2016, 191 countries, representing 97% of global carbon emissions, signed on to the Paris Agreement. Each country committed to a certain amount of carbon emissions cuts by a certain date. By the way, this has nothing to do with politics… what party you belong to, what god… or even […]
06/03/2021
short squeeze of 2021

The AMC Hype Is all Hype — and We’ve Been Here Before

There’s a lot of things we could have talked about today… Joblessness is down a little… Gold is down a lot… The short squeeze saga of 2021 continues…  But none of these things feel like they matter.  Spoiler alert… they don’t. The big headline of the day is that shares […]
06/01/2021
gasoline pipeline hack

11 Million Americans at Risk of Eviction… And Rent Is Rising

There are only 29 days remaining until the Center for Disease Control’s moratorium on evictions expires. Unfortunately, the Center on Budget and Policy Priorities (CBPP) estimates there are roughly 11 million people behind on their rent — plus another 6.4 million homeowners delinquent on their mortgages — who could soon […]
05/27/2021

Instead of Hoping for a Short Squeeze Lotto Ticket, Try This

They’re baaaaaaaaack. After weeks of writing about cryptocurrency gyrations, mainstream media finally got a narrative they can sink their teeth into… Source: CNBC That’s right, the ragtag Redditors are at it again, sending shares of meme stonks back to the moooooon. Shares of Blink Charging (NYSE: BLNK) were up as […]
05/25/2021
short squeeze of 2021

The Semiconductor Shortage Is Getting Worse… Just Not for Chipmaker Earnings

The announcement of Nvidia’s 4-for-1 stock split the other day snapped the chipmaker’s month-long slide and sent shares back up toward all-time highs. It’s not undeserved, either. The company has been a huge overall benefactor from the pandemic, with both gross profit and revenue up 61% year-on-year. Source: Bloomberg Quarterly […]
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