Daily Research & News

In the last big cycle, investors could have made 2,300% gains in a global asset that almost always surges in this kind of environment. But in this cycle, the environment is far more favorable...
“When are you going to retire, dad?” asked my son. His question was prompted by my 64th birthday, which I celebrated yesterday. The answer to my son’s question is — God willing — I will work...
I’d rather get my news from the Bloomberg terminal than anywhere else. But in reality, it’s simply populating that content from other places. With only 46 days left until the presidential election...
“Politicians are pushing past the point of possible good outcomes.” A sucker for alliteration, I was probably always going to like this sentence purely for its word play. And just about...
I’m not a big fast-food guy. I prefer home-cooked or fast-casual meals when I have a choice, unless I’m in a huge hurry. But as an analyst, I’m happy to recommend you sink your teeth into...
Right now, even as you read these words, we are witnessing the most radical — and most dangerous — money printing in the history of civilization.  But the danger is not limited to the economy or...
I must confess, as the son of a vegetable farmer, I pay more attention to the agriculture industry than most people in the investment business. It hits a very personal nerve for me. According to...
On Tuesday, the Nasdaq Composite was down 10% compared to the high last week. This index is a market-cap weighted index of over 2,500 common equities listed on the Nasdaq exchange. Although we...
I’m guessing Icarus enjoyed his flight over the Mediterranean Sea … for a while anyway. The view off the coast of Crete must’ve been nice the higher he flew. But of course, it didn’t last....
It struck me early this morning as I was reading a book about the grand, grotesque Reconstruction Era in the United States ... This scene in question was merely a subplot in A. J. Langguth’s...
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