Latest Insights on CF
The Beaten-Down Stock Market Is Still Overvalued December 24, 2018 Stocks
Stock prices have been dropping since October. Yet they can still drop more. That’s because, even after double-digit declines, stocks remain overvalued.
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.






