According to the Chinese Zodiac Calendar, 2019 was the Year of the Pig. Investors and traders, I believe, will likely also remember it as the year of the bull. Every asset type, it seems—from large-caps to small-caps, from foreign to domestic, from gold to oil—finished not just up for the year, but up.
5 of the Biggest Financial Stories From 2019 Read More »
Imagine you wake up tomorrow from a three and a half-year coma. Everything that’s happened in the meantime—the election of Donald Trump, impeachment, Brexit and more—is a complete mystery to you.
The U.K. Just Said No to EU Socialism. Will U.S. Voters Do the Same in 2020? Read More »
It was the best of times, it was the worst of times—for American trucking companies.
This year alone, nearly 800 U.S.-based trucking companies have gone bankrupt. That’s almost three times the rate as in 2018, when things were looking remarkably positive.
Here’s What the Trucking Industry Could Learn From Airlines Read More »
In his letter to Berkshire Hathaway shareholders for fiscal year 2001, Warren Buffett made one of his now-famous pronouncements: “Predicting rain doesn’t count, building an ark does.”
Expecting a Market Downturn? Make Sure You’re Following the “Noah Rule” Read More »
“This is not QE. In no sense is this QE.”
That was Jerome Powell in early October, answering a reporter’s question on whether the Federal Reserve’s intervention in the overnight U.S. repo market constituted another round of quantitative easing (QE).
It’s the top of a new month, meaning we get to see the latest manufacturing purchasing manager’s index (PMI) readings. And if you follow both the Institute for Supply Management (ISM) and IHS Markit’s reports on U.S. factory activity, you may be getting some mixed signals.
Will the Real Manufacturing PMI Please Stand Up? Read More »
Quick! What do Hong Kong, Chile, Ecuador and Lebanon all have in common with one another?
What’s With All the Mass Protests? (Hint: It’s Not About Income Inequality) Read More »
When Colorado-based Molycorp Inc. filed for bankruptcy in 2015, the U.S. lost its sole remaining miner and producer of rare earth elements (REEs)—those inconspicuous metals with unpronounceable names like praseodymium, yttrium and gadolinium.
Australia May Be the Saving Grace for the Rare Earth Metals Market Read More »
The U.S. stock market has been hitting new all-time highs thanks to lower rates, positive earnings surprises and optimism that a resolution to the U.S.-China trade war comes sooner rather than later. But don’t let that distract you from exciting things that are happening in overseas markets, specifically in Eastern and Emerging European countries.
3 Emerging Europe Stocks We’re Bullish On Right Now Read More »
“Follow the trend lines, not the headlines.”
The quote, attributed to former President Bill Clinton, is one of my favorite pieces of advice. Clinton was referring to long-term data that show that conditions have actually been improving for the human race despite popular opinion to the contrary.
The Opportunities Go to Those Who Can See Past the Negative Headlines Read More »
