Latest Insights on DM

Three Theories about Russia: Ally, Cold War Adversary, or Enemy #1?
by Martin Weiss 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 […]
As I discussed back in April, our opportunity was to short natural gas by owning consumers that rely on natural gas for fuel. Turns out, my thesis works. Investing In Natural Gas Companies When Prices Drop
by Matt Badiali July 21, 2017 Hard Commodities
As I discussed back in April, our opportunity was to short natural gas by owning consumers that rely on natural gas for fuel. Turns out, my thesis works.
Labor Reform Will Turbocharge France’s Economy
by Jeff Yastine July 19, 2017 Global Economy
If there’s one thing that defines modern-day France, it’s stringent labor laws that make it tough for companies to adapt and grow.
Passive investing presents a “frightening” risk to the markets, said a top Morgan Stanley strategist on CNBC in recent days. Will There Be A Warning Before the Next Stock Market Crash?
by Jeff Yastine July 18, 2017 Stocks
Passive investing presents a “frightening” risk to the markets, said a top Morgan Stanley strategist on CNBC in recent days.
In calls with analysts, 61% of companies warned that the strong dollar is a cause of concern. CEOs might be trying to manage expectations. CEOs Shift the Blame Before Stock Prices Start Falling
by Michael Carr July 18, 2017 U.S. Economy
In calls with analysts, 61% of companies warned that the strong dollar is a cause of concern. CEOs might be trying to manage expectations.

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