Latest Insights on POLY
Corporate Earnings Are All a Big Lie
April 17, 2019 U.S. Economy, Winning Investor Daily
We need to have a talk about earnings and valuations. That’s because the health of the U.S. corporate sector is based on an illusion … one that’s about to evaporate. 2 Commercial Real Estate Stocks With Big Dividend Yields
March 7, 2019 Investment Opportunities, Real Estate, Winning Investor Daily
I met with a group of well-connected folks in the world of commercial real estate. It was fitting to be talking about building while surrounded by some of the most beautiful real estate I’ve ever seen. Investors Should Follow Superstar CEO Ed Breen Into DowDuPont
February 21, 2019 American Investor Today, Investment Opportunities
A great CEO who knows how to allocate capital properly is a shareholder’s dream. And Charles Mizrahi has found one worth betting on today. Why Modern Money Theory is Bad for the Economy
February 18, 2019 Currency, Government & Politics, Winning Investor Daily
Advocates of Modern Monetary Theory argue that we just pay for things by printing money. Then we make debt go away. Modern Monetary Theory: Debt’s New Justification
February 8, 2019 U.S. Economy, Winning Investor Daily
Both sides of the aisle finally agree on one thing: Debt and deficits no longer matter.