Vigilante Investor

Currently Available Articles

 

Vigilante Investor Manifesto

 

Special Issue : The Real Reason for Low Oil Prices

 

#1 January 2016 Issue: Geopolitics Creates Bargain Stocks

 

#2 March 2016: How to Play the Coming Rebound in Gas Stocks

 

#3 April 2016: Capitalizing on Globalization and Deflation

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#4 May 2016: Negative Interest Rates Increase Gold Demand

 

#5 June 2016: India- The Next Winner from Globalization

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#6 July 2016: Brexit Confirms the Strength of Free Trade

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#7 August 2016: Put Some Ethanol into Your Portfolio

 

#8 September 2016: Three Great Ways to Profit from America's River of Prosperity

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#9 October 2016: The Long, Slow Road to Recovery

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#10 November 2016: A Better Way to Buy Mining Stocks

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#11 December 2016:Black Swan Election - Big Tax Changes and Market Moves to Come

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#12 January 2017: Policy Change Will Fuel a Bull Market in 2017

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#13 February 2017: Invest in America's Next Housing Boom

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#14 March 2017: Re-Balance and Diversify

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#15 April 2017: New World Disorder

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#16 May 2017: Corporate Tax Reform Takes Center Stage

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#17 June 2017: Buy Oil & Gas Stocks

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#18 July 2017: Policy Change Drives American Industrial Renaissance 

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#19 August 2017: Amazon Creates Opportunity in Retail

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#20 September 2017: Big Steel

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#21 October 2017: Gas Toll Keepers

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#22 November 2017: Industry Dominators

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#23 December 2018: Stocks for the Revolution

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#24 January 2018: Bitcoin... and a Better Specualtion 

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#25 February 2018: A Great Time to Own U.S. Stocks

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#26 March 2018: Steel Tariff Are No Big Deal

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#27 April 2018: Big Tech and Trade

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#28 May 2018: Korea and the Boom

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#29 June 2018: 5G

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#30 July 2018: US Uranium

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#31 August 2018: Trade War 

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#32 Sep 2018: Step on the Gas

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#33 Oct 2018 : More 5G 

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#34 Nov 2018: China Debt Crisis

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#35 Dec 2018: Rates Are Too High

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#36 Jan 2019: Preparing for a Slowdown

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#37 Feb 2019: The Turtle Wins the Race

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#38 March 2019: China Warning

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#39 April 2019: Keep Your Head About You

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#40 May 2019: Permian Oil

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#41 June 2019: New Strategic Order

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#42 July 2019: Healthcare Opportunity

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#43 August 2019: Paradigm Shift - into Gold

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#44 September 2019: Low Bond Yields Are Here to Stay

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#45  October 2019: Even with a Trade Deal - China is Doomed

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#46 November 2019: Cheap Gas Drives Heavy Industry to America

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#47 December 2019: Good Times for This LPG Shipper

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#48 January 2020: Navigating the Minefield of Global Debt

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#49 February 2020:  A Warning Shot

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#50 March 2020: Calm Down on COVID-19

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#51 April 2020: Mathusian Lessons for the Wuhan Virus

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#52 May 2020: Prepare Your Portfolio for War

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#53 June 2020: The Buzz Lightyear Market

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#54 July 2020: 5G- Off to the Races

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#55 August 2020: The Big Rotation

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#56 September 2020: Election Risk

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Favorite Sources for Data and Analysis

Nasdaq.com

Bloomberg.com 

Yahoo Finance

CME.com 

EIA.gov 

Finviz.com 

Google Finance

Marketwatch.com 

St. Louis Federal Reserve Bank (FRED)

Stansberryresearch.com/retirement-millionaire/ 

Tradingeconomics.com 

Investing.com 

WSJ.com 

Ycharts.com 

Zeihan.com 

Realclearworld.com 

Frankcurzio.com 

 

Recommended Reading (Finance, Sociology, History, Health and Fun)

• Shattered Consensus: The Rise and Decline of America's Postwar Political Order, by James Piereson

• The Accidental Super Power, by Peter Zeihan

• The Absent Superpower, by Peter Zeihan

• Dis United Nations, by Peter Zeihan

• One Bullet Away: The Making of a Marine Officer, by Nathaniel C. Fick

• Empire of the Summer Moon: Quanah Parker and the Rise and Fall of the Comanches, the Most Powerful Indian Tribe in American History, by SC Gwynne

• New Deal or Raw Deal? by Burton Folsom, Jr.

• The Creature from Jekyll Island, by G Edward Griffin

• Lords of Finance, by Liaquat Ahamed

• A History of Money and Banking in the United States, by Murray Rothbard

• Coming Apart, by Charles Murray

• The Boys in the Boat, by Daniel James Brown

• Overdiagnosed, by Dr, H. Gilbert Welch

• Hamilton, by Ron Chernow

• "How the Economic Machine Works", by Ray Dalio  https://www.youtube.com/watch?v=PHe0bXAIuk0 

• A Splendid Savage by Steve Kemper

• Loon by Jack Mclean

• The Undoing Project by Michael Lewis

• Thinking, Fast and Slow by Daniel Kahnerman

• Digital Gold by Nathaniel Popper

• Hillbilly Elegy by J.D. Vance

• Dark Winter: How the Sun Is Causing a 30-Year Cold Spell by John L Casey

• Principles for Navigating Big Debt Crises, by Ray Dalio

• Mastering the Market Cycle, by Howard Marks

• Sapiens - A Brief History of Humankind, by Yuval Noah Harris

• The Empire and the Five Kings, by Bernard-Henri Levy

• Red Flags-Why Xi's China is in Jeopardy, by George Magnus

• A Brief History of Doom, by Richard Vague...  This is the most valuable book for Long-term Investors

• The Beginner's Guide to Stoicism, by Matthew Van Natta

• The Coddling of the American Mind, by Greg Lukianoff and Jonathan Haidt

• Grant, by Ron Chernow

• The Defining Decade, by Meg Jay