Latest Insights on CF
Investors Don’t Understand We’re in a Bear Market
December 20, 2018 Stocks
Bull markets condition individuals to buy dips. Uptrends reward buyers for that behavior. But in a bear market, dip buyers rapidly face large losses. Rio Tinto Is the Tesla of Mining, Developing the Mine of the Future
December 14, 2018 Technology
Mining has seen few advances in the last half-century. Most dangerous jobs are still done by humans. But now one company is challenging this dated paradigm. Traders Ignored the Fed Chairman’s Warning
December 13, 2018 U.S. Economy
Traders were right that Fed Chairman Jerome Powell's recent speech was important. But buying stocks was the wrong reaction. Tariffs and the Law of Unintended Consequences
December 11, 2018 Global Economy
While tariffs are being tossed around like chips in diplomatic talks, businesses and people are facing real consequences. Tariffs Are Not the Problem, Investor Sentiment Is
December 10, 2018 Economy
The problem isn’t really tariff rates. The problem is how investors think about tariff rates. Investor sentiment moves markets, not low tariff rates.