Latest Insights on DIS
5 More Signs There Isn’t a Recession Ahead December 11, 2018 U.S. Economy Over the past few weeks, I’ve explained my position that there will not be a recession in 2019. This time, I’m coming at it from the real estate market.
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.
Southern Copper’s Emerging Mining Investment December 10, 2018 Precious Metals Mexico’s incoming government threat of changing the mining laws has exacerbated the mining sector’s decline. And changing the rules mid-game is a huge risk for mining investors.
Tariffs Are Not the Problem, Investor Sentiment Is December 10, 2018 Economy The problem isn’t really tariff rates. The problem is how investors think about tariff rates. Investor sentiment moves markets, not low tariff rates.
Hedge Funds Find an Edge With Big Data December 7, 2018 Technology In the investment world, Big Data has become big business. Alternative data provides intelligence that is relatively unknown to the rest of the market.





