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The first month of 2017 is officially in the books! If one thing stands out, it’s that this January looked a heck of a lot different from last January. Stocks fell out of bed in the first month...
Donald Trump is mad as heck and he’s not going to take it any more – at least when it comes to the U.S. dollar. That’s the signal the newly elected President and his top advisors sent out loud...
The market stumbled out of the gate this week, with the Dow down as much as 220 points on Monday and 150 points on Tuesday. Small caps pulled back as well, and for the first time in a long while,...
Recessions are arguably the largest risks to the market because they cause the largest drawdowns in stocks. They’re often accompanied by general deleveraging, a run on a bank, a large change in...
Just two short days from now, Donald J. Trump will take the oath of office and become the 45th president of the United States. Open questions remain about some of his post-inauguration plans,...
There’s a lot of chatter in the media right now about the valuations of small cap stocks, and why not? They’ve surged 14% since the election, as measured by the Russell 2000 Index. So it’s easy to...
Robots are perfect villains. Mechanical, metallic and merciless. Now they’re getting a software upgrade. And they’re coming for your job. Much like the Gilded Age – when industrialization in the...
The car business is about to take us all on a wild ride. Autonomous vehicles will challenge industry business models. Electric propulsion will challenge the global economy. I talked last week...
The $300 billion Chinese trucking market is filled with long hauls and chaos. The government and technology firms are betting that self-driving 18-wheelers are the solution. Earlier this month...
Microsoft (MSFT) suddenly is about more than spreadsheets and stale PowerPoint presentations. It’s about making innovative products that drive narratives about the future of computing. The...