The Week Ahead | 12/02/2019
The Stocks rallied last week to new record highs as they marched lock step in the bull investors favor. Trading on blind optimism continued to fuel the risk-on behavior. The…
Tesla’s Cybertruck May Carry Bears to the Woodshed.
Elon Must is scheduled to unveil Tesla’s “Cybertruck” pickup tomorrow. It’s a big deal. I’ve long been perplexed by why Elon and Tesla focused on cars when the most profitable…
The Week Ahead | 11/18/2019
Happy Monday. Good Luck out there this week. Global Spotlight Week Ahead: Escalations in Hong Kong. The situation in Hong Kong has entered a new, more violent phase, but the worst may…
The Week Ahead | 11/11/2019
Often, we don’t dwell on the dangers that face our servicemen and women as they work to protect our freedom. But, it is there. Today we honor and celebrate those…
The Ghosts of Failed Banks Have Returned
Recently, something unusual happened: instead of the more normal reverse repurchase agreements, the Fed escalated its repurchase agreements (REPO).
Human Insight, Computer Power: What is Quantamental Investing?
The world is awash in data like never before. From a person’s morning Uber ride and a favorite coffee spot to the emails sent from their office—all these activities create…
The Business Value of the Blockchain
Blockchain can be an elusive concept. Its abstract nature leaves many wondering if this emerging technology is the global catalyst evangelists claim it to be. But blockchain is more of…
The Week Ahead | 11/04/2019
Happy Monday. Good Luck out there this week. Global Spotlight Nov. 2-4: ASEAN Summit. Leaders from across Southeast Asia will gather in Bangkok for the annual Association of Southeast Asian Nations…
Banking the Unbanked is a $380B Opportunity
For those of us living in North America or Europe, we generally take the near-universal access we have to financial services for granted. Sure, there are many people that have…
More Government Spending Won’t Make the Economy Grow
A key factor that constrains people’s ability to generate goods and services is the scarcity of funding. Contrary to popular thinking, funding for consumption and production is not about money…