Latest Insights on ADI
Cybersecurity Is Now a Safety Sector for Investors December 12, 2018 Investment Opportunities The sell-off of recent weeks taught me something about cybersecurity investments. It turns out they’re resilient “safety stocks” as well.
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.





