Latest Insights on ADI
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. Video Game Makers Game You Through Microtransactions
December 10, 2018 Technology
As regular readers know, I’m an old-school gamer. My first video game system was an Atari 2600, with Combat!, Pitfall, Q-Bert … even the much maligned E.T. the Extra-Terrestrial game. But gaming has changed considerably since the days of the Atari 2600. No longer do you just buy a video game and play it at […] 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.