Latest Insights on DDL
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, […]
Beware the Sharing Economy July 24, 2017 U.S. Economy Taking a road trip to Minnesota seemed like a great idea. So, too, did the idea of renting an RV through a peer-to-peer service called Outdoorsy.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 […]
Political Risk Is a Major Problem for Mining Investors July 11, 2017 Gold You cannot just pack up a gold mine when trouble starts. New political regimes, new laws, heavier taxes and wars have all destroyed mining companies in the past.
The Death of the Mall Has Been Greatly Exaggerated July 3, 2017 U.S. Economy Malls are in different markets. Malls in major markets are doing just fine. The malls in tertiary markets are ones that are struggling.





