AngloAmerican was founded in 1917 by Ernest Oppenheimer, who moved from Germany to Johannesburg, South Africa, and secured financial backing from J.P. Morgan to start a gold mining business. His first major industry partnership was forged in 1926, when AngloAmerican became a majority stakeholder in…
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In this Mid-Quarter Update presentation, we share our thoughts on the combination of factors setting up the potential for a major asset allocation rotation into US Treasury bonds. Click to download slides: Is it Time to Revisit US Treasury Bonds? Questions? Email us at investmentteam@klcapital.com. …
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The title of this post seems rather obvious in light of this week’s events, but it’s something we have been talking about for months now. Rising interest rates are not kind to tech stocks. Rising rate volatility is not kind for tech stocks. And, rising…
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Italy’s Pirelli is the only tire producer that sells exclusively to consumers. Today with more than 3,000 different models in stores, one area of breakthrough innovation is what Pirelli calls connected tires. The firm’s “cyber” technology strategy involves building sensors into the tire to collect…
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While Continental is best known for the tires which accounted for 40% of sales in 2019, this Germany-based firm actually thinks of itself as a technology company. Its mission is to develop safe, intelligent and affordable solutions for vehicles, machines, traffic and transportation. Today the…
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What a week for price data! We have been writing about the possibility of higher inflation for months now, most recently here. We have also highlighted the most likely assets to benefit from higher inflation like copper, oil and energy stocks. So far so good…
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Founded in 1926, the first chemical Shin-Etsu ever manufactured was a limestone nitrogen fertilizer, made possible thanks to raw materials from two plentiful natural resources: water from the Shinano area (Shin) and limestone from the Echigo area (Etsu). The company’s name recognizes these gifts from…
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Agnico Eagle Mines was founded in 1957 when five small struggling silver mining companies consolidated resources to try their hands at gold mining, ultimately saving the companies and their miners’ livelihoods. Today the firm mines silver, gold, copper and zinc from sites in Canada, Finland…
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Chugai is the No. 1 Japanese pharmaceutical company for therapeutic antibody and oncology drugs. The firm’s product line includes drugs to treat cancer and viruses such as HIV, immune diseases and the flu. In addition, Chugai considers itself to be a pioneer in “personalized patient…
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To say the market is bubblelicious is a bit of an understatement given that retail “investment” in call options and penny stocks is quite literally off the charts, dwarfing numbers we saw in 1998-2000. We’ve hit on those worries like a broken record here and…
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