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The January Effect: A Resolution Worth Keeping
December 30, 2016 Investment Opportunities
It’s time again to make market predictions. But, like New Year’s resolutions, few predictions pan out. So let’s take it month to month, starting with the January Effect. The Battle for Bonds
December 28, 2016 U.S. Economy
Stocks have reached stupid valuations, and bonds are under assault from Fed rate hikes. So, here we are, at a point in history when down is far more likely for each than up. 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. Preparing for the New Trump Economy
December 21, 2016 U.S. Economy
So many promises and threats are waiting to either unfold or fizzle. Which Donald Trump will show up to his first day on the job? Wall Street's directional future depends on that answer. Cash Confiscation and the Case for Gold
December 20, 2016 Wealth Protection
Imagine a U.S. president banning all $100 bills in circulation with no warning. Can’t happen, you say? It happened in India, and gold may be the only recourse.