Following Britain’s vote to leave the European Union (EU), the markets — currency and equity — are showing downside movement. In the immediate wake of this vote, we know two things...
If we follow acclaimed hedge fund manager Michael Burry’s (one of the main characters from the book, The Big Short) investment path, the next big opportunity (or crisis, for that matter) will be related to water. In full agreement, we have been p...
Europe, these days, appears to be nothing short of a dysfunctional mess and, at best, good for a relaxing vacation. Adding to this rather harsh view is the fact that political gridlock has exacerbated the woes of the global economy and made...
It was John Oliver who recently reminded us (different topic, yet relevant) that there is no use for “... people’s opinions on a fact.” With his simple truth in mind, let’s stay with facts, but those that were relevant in materially shaping the w...
“Spring Charts” is a series of current financial topics explained in dots, lines, and only a few words – just the right “mix” to concisely convey ideas for critical thinking about investing.
Of course, you have heard the tales of “gripping” in...
Whereas emerging economies without the commodity emphasis continue to outperform broad EM, the tactical approach to “play” a commodity recovery has also produced positive results.
