The Week Ahead | 10/21/2019
Happy Monday. Good Luck out there this week. Global Spotlight The Brexit Saga Continues. Lawmakers in the United Kingdom’s House of Commons voted Oct. 19 to force Prime Minister Boris…
Predicting the Future of Media and Entertainment
Digital… Everything is going digital. There was a time when people would read. Now people prefer to watch a view or listen to a podcast. This means the media landscape…
Boeing… “Just What I Needed”
The late great rock band The Cars released a hit song in 1978 called "Just What I Needed." The song was written by one of its founders and lead singer…
Dollar Update: Has Something Changed?
We have been watching the dollar with particular interest as we think it has an important message to play in the performance of various asset classes around the world. We…
Treasury Bonds
It is safe to say that in our opinion, Long-Term Bonds be they Governments or Corporates are the most overvalued asset in the market place today. But what we find…
How the World’s Most Elite Growth Investors Pick Stocks
Investing can be extremely psychologically demanding. Not only are you up against the world’s best investors, but you’re also up against yourself. It’s easy to get caught making irrational decisions…
GDP Growth Isn’t the Same Thing as Economic Growth
To gain insight into the state of an economy, most financial experts and commentators rely on a statistic called the Gross Domestic Product (GDP). The GDP framework looks at the…
Options Expiration (10.18.19)
Standard monthly options will expire at the end of the week. We have 9 open positions that we would like to address. It is important to reiterate that when we…
Price Stability Is Overrated
We think inflation targeting a Keyensian form of price stability is poor economic policy for a number if reasons. (1) Price inflation results from our savings being worth less over…
U.S. Energy Use
There is a lot of talks these days about a so-called "Green New Deal." A close reading of the proposal shows that it has little to do with the environment…
Boeing (BA)
Boeing is a company that we like to like but a product and legal challenge are standing in our way. They have been a leader and innovator in commercial jet…
Turkey’s Debt Crisis is a Bigger Risk to the Eurozone than the PIGS
This article is for registered members - please login or click here to subscribe or register for free.