Insights

Trump Makes Moves: The Ultimate Negotiator

Besides North Korea, the other major issue holding back the financial markets is Trump himself.  Will he go to war with North Korea? Will he be impeached? Will he pass... Continue reading

“Prepare for A Future Downturn”

Rather than a thoughtful discussion on ways to sustain the current renaissance of global economic growth, the leader of the IMF, Christine Lagarde, and leader of the World Bank, President... Continue reading

Over The Rainbow

Week after week we state that a successful investor must look forward through the windshield rather than back in the rear-view mirror. I came back to manage hedge funds in... Continue reading

Good News Is Good News for Financial Markets

What a week! Trump addressed the United Nations National General Assembly; the Fed met; and the next, and most likely final, attempt to repeal/amend Obamacare has gone down in flames,... Continue reading

Let’s Make a Deal

My comments last week that Trump apparently had learned from his past mistakes on healthcare reform and has decided to reach out and work with the Democrats on DACA, tax... Continue reading

Looking Beyond the Hurricanes

Hurricanes Harvey and Irma are devastating. Our hearts go out to those impacted by them. Our job is to look beyond the near-term negative implications of the hurricanes and focus... Continue reading

Lights Out for Stocks?

Remember the axiom “when it appears on the cover of Barron’s do the opposite?” The headline story in this week’s Barron’s was “Lights Out for Stocks”. Why not “Prepare for... Continue reading