Latest Insights on CD
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, […]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 […] CEOs Shift the Blame Before Stock Prices Start Falling
July 18, 2017 U.S. Economy
In calls with analysts, 61% of companies warned that the strong dollar is a cause of concern. CEOs might be trying to manage expectations. The Lithium Bull Market Is Going Into Overdrive
July 6, 2017 Precious Metals
Demand for lithium is projected to skyrocket. And that poses a problem for the lithium market … and an opportunity for investors. First Shot Fired in the Tech Antitrust War
July 5, 2017 Global Economy
The $2.7 billion fine against Google is the opening shot in a soon-to-erupt antitrust war that’s going to take down some of techland’s most dominant names.