Latest Insights on PG
Three Theories about Russia: Ally, Cold War Adversary, or Enemy #1?
July 24, 2017 Uncategorized
One year ago, as the crisis in the Ukraine was dying down, Russia was barely on the radar screen of U.S. news outlets. If it appeared prominently in more than one daily news cycle per month, it was unusual. Moreover, few people understood the country, its domestic politics or its foreign policies. Fast forward to […] Beloved Pork Belly Prices Soared 80%
July 22, 2017 Commodities
I’m not alone in this obsession. America — and countries around the globe — are making this commodity sizzling hot. Investing In Natural Gas Companies When Prices Drop
July 21, 2017 Hard Commodities
As I discussed back in April, our opportunity was to short natural gas by owning consumers that rely on natural gas for fuel. Turns out, my thesis works. Is Gerrymandering a Threat to Democracy?
July 20, 2017 Government & Politics
The U.S. Supreme Court's upcoming decision on gerrymandering could have a major impact on future U.S. elections. But will it really change anything? Netflix Tops 100 Million Subscribers … But Can Its Spending Spree Continue?
July 19, 2017 Investment Opportunities
Netflix is on pace to spend about $13 billion over the next three years. That’s more than the annual gross domestic product of some countries.