Latest Insights on NOVA
The Great Global Reflation Trade November 8, 2017 Uncategorized A funny thing happened to commodities in October. They went up. All of ’em. Or nearly all. Enough that the CRB Index busted out like an escaped felon with nothing to lose. This index tracks a basket of 19 commodities. It’s energy-heavy – 33% by weight. But it is stuffed with everything from cocoa to […]
Sensors in Your Cereal: The Next Food War October 27, 2017 Investment Opportunities Whoever you think will survive the next food war, the key is that behind all of these attempts to grab consumer dollars are sensors, software and Big Data.
Hack Attacks Are Corporate America’s Worst Nightmare October 17, 2017 Investment Opportunities The latest big company to be hacked? Pizza Hut found itself the victim of hack attacks — alongside 60,000 customers who had their credit card info exposed.
The Business Cycle is on Its Last Legs August 28, 2017 U.S. Economy Warning signs exist in stock markets ... if you know to look for them. Learning to interpret them could help your portfolio survive the next recession.
The Path to Double-Digit Food Inflation August 22, 2017 Global Economy Food prices are rising. And food producers — decimated by a lack of pricing power — might finally be getting their mojo back.





