Very interesting I have not focused much on this industry. My major worry is that theater traffic seems to be in decline with box office sales increasingly disappointing. How will this affect future profits at companies like #HMNY

Investing in any form of retail at the moment is very risky since investors are scared to death about the entire industry. However Tractor Supply looks like a healthy company which has seen its stock suffer undeservedly as the rest of retail gets crushed. When the retail melt down finally ends, $TSCO will probably bounce back and generate huge returns.

If palladium demand is so heavily correlated to the auto industry, shouldn't palladium bull market me at risk as auto sales begin to slow down. GM and Ford recently cut production at plants and U.S sales are slowing, does not seem like a good sign for the metal.

Lumber futures have been going on an impressive run over the last few weeks this should definitely help the company's bottom line. I will keep an eye on the combined company.

The fact that Zimbabweans are adopting bitcoin as an alternative currency is amazing to me. Personally I drew my technical chart slightly differently and believe bitcoin will sell off around $6100-6200. In either case the idea of a countries citizens adopting bitcoin over local currency as fiat money is a big deal.

#McDonalds definitely does not deserve to be up 65% in two years and the idea of stock buybacks and passive investing being responsible for most of the gains is interesting. I am curious how far the stock will fall when the current bull market ends. $MCD

I have been reading a lot about how margin debt is the highest its ever been, which on its own merits does not concern me so much. I far more concerned about people's absolute faith in the fang stocks, they are convinced they will never go down. Historically when everyone thinks something will keep going up forever it tends to come crashing down hard and unexpectedly.

This is a very different way of looking and analyzing #gold, I never seriously included cost of production in my analysis before. I look forward to reading more.

Interesting analysis, I have always been passive on gold but the idea of buying gold miners instead of gold etf's is interesting especially as inflation seems ready for a comeback and political volatility ramps up. I will definitely keep this play in mind.

I found this analysis extremely helpful and agree with what you say about oil.