Latest Insights on PATH
Why Amazon Won’t Rule the World
August 30, 2017 Investment Opportunities
The financial media proclaimed that Amazon was going to take over the world. But risks to income growth are just the start of Amazon’s problems. The Path to Double-Digit Food Inflation
August 22, 2017 Global Economy
Food prices are rising. And food producers — decimated by a lack of pricing power — might finally be getting their mojo back. Hide From Washington’s Thought Police … Now!
August 21, 2017 Privacy Invasion
The government is demanding your personal information without proving that a crime has been committed.New Russia Mess: 3 Takeaways for Investors Big impact on defense stocks, gold and oil
July 31, 2017 Uncategorized
Russia scandals and paranoia continue to dominate the news cycle, disrupt Congress and plague the White House. Yet, ironically, it seems there are still few people inside or outside the Beltway who truly understand Russian-American relations. Seven days ago, I presented three alternative theories: (1) Russia as an ally, (2) Russia as a Cold War adversary, […] Twitter’s Death Is Good News for You
July 29, 2017 Privacy Invasion
Is online privacy dead? I still think there’s a spark of hope. And surprisingly, it lies in social media usage.