Latest Insights on COLD
New Russia Mess: 3 Takeaways for Investors Big impact on defense stocks, gold and oil
July 31, 2017 UncategorizedRussia scandals and paranoia continue to dominate the news cycle, disrupt Congress and plague the White House. Yet, ironically, it seems there are still few people inside or outside the Beltway who truly understand Russian-American relations. Seven days ago, I presented three alternative theories: (1) Russia as an ally, (2) Russia as a Cold War adversary, […]
Beware the Sharing Economy
July 24, 2017 U.S. EconomyTaking a road trip to Minnesota seemed like a great idea. So, too, did the idea of renting an RV through a peer-to-peer service called Outdoorsy.
Three Theories about Russia: Ally, Cold War Adversary, or Enemy #1?
July 24, 2017 UncategorizedOne year ago, as the crisis in the Ukraine was dying down, Russia was barely on the radar screen of U.S. news outlets. If it appeared prominently in more than one daily news cycle per month, it was unusual. Moreover, few people understood the country, its domestic politics or its foreign policies. Fast forward to […]
4 Industries Millennials Murdered
July 8, 2017 Investment OpportunitiesTurns out I’ve killed a few things in my life…
Demand for Renewable Energy Skyrockets Around the Globe
July 7, 2017 Global EconomyWhere we are getting our energy has changed dramatically over the years, and that is creating an incredible opportunity for investors…