Latest Insights on DERM
New Russia Mess: 3 Takeaways for Investors Big impact on defense stocks, gold and oil July 31, 2017 Uncategorized Russia 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, […]
Three Theories about Russia: Ally, Cold War Adversary, or Enemy #1? July 24, 2017 Uncategorized One 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 […]
Dollar Mania Hits Wall Street March 28, 2017 Currency The long-dollar trade has become among the most crowded on Wall Street. But the dollar may be a lot more unstable than many institutional traders realize.
Affordable Health Care Is Better for You March 6, 2017 U.S. Economy The economy-wide benefits of having affordable health care outweigh the costs. Here’s my case … and I want to know if it’s a convincing one to you.
The Stage Is Set for a Housing Market Comeback February 10, 2017 Investment Opportunities While doom-and-gloom headlines still reign, there are signs in recent economic data that the American dream of homeownership could be making a comeback.





