The Past May Not Be Prologue for The Future

We have been saying for some time now that we are living in a VUCA environment categorized by volatility, uncertainty, chaos and ambiguity. The past is most probably not an... Continue reading

It’s Darkest Before Dawn

It’s amusing to us to listen to the pundits/experts shifting their views almost daily staying one step behind the markets. Forbes wrote an article about us on August 14, 1995... Continue reading

Alarm Bells Are Ringing

Aggressive monetary ease may stem the global economic slowdown, while boosting the value of financial assets, but we really need widespread structural financial and regulatory reforms, as well as trade... Continue reading

Don’t Bet Against City Hall

The global financial markets continue to climb walls of worry each week with the pundits/experts still focusing primarily on the shift in the Fed’s stance last December. While that move... Continue reading

Buffett: Eternal Optimist and Ultimate Investor

  The investment community looks forward each year to reading Warren Buffett’s annual letter to Berkshire Hathaway shareholders hoping to gain insight into his current view of the economy, politics,... Continue reading

What a Difference a Year Makes

The financial markets began last and this year with a bang. However, there are significant differences, both positive and negative, that lead us to believe that this year will end... Continue reading

Call to Action

The global economies are in a synchronous slowdown. Unfortunately, there is not much more that the BOJ, Bank of China, ECB, Fed and all other major monetary bodies can do... Continue reading