Latest Insights on EARS
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 […] 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. Hedge Funds Are Bullish on Natural Gas This Winter
December 7, 2018 Soft Commodities
The price of natural gas has swung wildly in the past several weeks. But hedge funds remain bullish. They hit a record long on natural gas in November.