It’s Darkest Before Dawn
17 Mar 2019
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
Insights
The Past May Not Be Prologue for The Future
24 Mar 2019
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
Alarm Bells Are Ringing
10 Mar 2019
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
3 Mar 2019
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
24 Feb 2019
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
18 Feb 2019
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
10 Feb 2019
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