Latest Insights on ALK
Russia Will Roar in 2017
January 4, 2017 Investment Opportunities
American mood toward Russia has morphed — or, at least, the Republican view has morphed. And that’s where we have an opportunity as investors. Welcome to the Year of Russia. The Key to Stocks in 2017’s Market
January 2, 2017 Investment Opportunities
Forgive me if I brag a little, but our team had quite a year in 2016. And you couldn’t find a better, more diverse group to lead the way heading into the new year. Farming the Internet of Things (IoT)
December 27, 2016 Investment Opportunities
Few industries are better suited for the IoT than agriculture. The soil data alone can be invaluable. Not surprisingly, big agriculture companies smell opportunity in the wind. When Quality of Life Collapses on Society
December 26, 2016 Offshore Living
Quality of life isn’t fixed in stone. Damaged societies can reform themselves. Thriving societies can fall apart. The question to ask is this: In which direction is your society heading? OP-ED: The Fed’s Debt & Traditional Yields Are Just The Beginning
December 15, 2016 Investment Opportunities
The latest rate hike may appear to bring traditional yield assets back into the mainstream. But the Fed has a debt problem, so don’t get your hopes up.