“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 »
What was once the world’s largest commodities hedge fund is officially closing, creating new opportunities for some investors to get exposure to raw materials and mining using other funds.
This Legendary Commodities Fund Is Closing. Here’s What That Could Mean for Investors Read More »
Last week I visited beautiful Vancouver to attend the CEO Martini Party.
If You’re Not Long, You’re Wrong Read More »
The rich are getting richer and the poor are getting poorer, and for that we can largely blame policies of envy that increasingly restrict investors’ access to wealth-building instruments.
The Barriers to Investing in Private Equity Are Too High Read More »
For reasons unknown, October has historically been the most volatile month for the stock market—by a goodly margin. Between 1950 and the end of 2017, the S&P 500 Index saw as many as 362 trading days during the month of October in which the market moved up or down more than 1 percent.
October Volatility Got You Spooked? Keep Calm and Don’t Jinx Yourself Read More »
As the People’s Republic of China (PRC) celebrates its 70th anniversary, manufacturing data shows that factories in the world’s second largest economy improved marginally in September, despite the impact of the ongoing U.S.-China trade war.
70 Years Later, China’s Factories Show No Signs of Slowing Read More »
Beginning in 2010, central banks around the world turned from being net sellers of gold to net buyers of gold. In 2019, official sector activity declined 1 percent from the year prior, with central banks adding 650.3 tonnes.
Top 10 Countries with Largest Gold Reserves Read More »
For fiscal year 2020, the federal budget deficit is expected to hit a massive $1 trillion—the first time in U.S. history that it will have expanded so rapidly in a time of peace and economic stability.
Global Debt, Trade Deficits and the Psychology of Politicians Read More »
The trade war between the world’s two largest economies entered its 18th month in September with the U.S. imposing fresh 15 percent tariffs on $125 billion worth of goods imported from China.
Chinese Factories Beat Expectations as U.S. Manufacturing Lagged Read More »
There are a number of lessons investors can learn from the sensation that is the Popeyes chicken sandwich. One of those lessons is that people often put a premium on scarcity.
The Power of Scarcity Read More »
