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Latest Insights on SH

Banyan Hill has been the contrarian “voice in the wilderness” about Europe for some time now. But now the rest of the investment community is coming ‘round. Take This Gift From Deutsche Bank
by Jeff Yastine May 31, 2017 Global Economy
Banyan Hill has been the contrarian “voice in the wilderness” about Europe for some time now. But now the rest of the investment community is coming ‘round.
Brazil’s Turmoil = Opportunity
by Jeff Yastine May 30, 2017 Global Economy
These days, when I say: “I like Brazil” … I find blank stares pretty much everywhere I go. However, I can understand the trepidation.
There’s a good chance some of President Donald Trump's proposed budget will become policy. And every policy change creates winners and losers. The Surprising Winner in Trump’s Budget There’s a good chance some of President Donald Trump's proposed budget will become policy. And every policy change creates winners and losers.
Engineers didn’t believe fracking would work on oil strata. Fortunately, American petroleum engineers made the leap, and U.S. oil production soared. The Blueprints for a Power Shift in Oil
by Matt Badiali May 30, 2017 Oil
Engineers didn’t believe fracking would work on oil strata. Fortunately, American petroleum engineers made the leap, and U.S. oil production soared.
What is money? Money — currency, a legal tender issued by a sovereign authority like the U.S. government, including face-value gold coins - isn't an asset. Gold Isn’t Money
by Ted Bauman May 29, 2017 Gold
I’ve noticed that many folks assume gold to be money. It isn't ... and that makes an enormous difference when it comes to wealth management strategies…

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