Latest Insights on CERN
Amazon Concedes Defeat
March 29, 2017 Investment Opportunities
I read a lot about the so-called death of brick-and-mortar retail. But if physical retail is dead, then why is Amazon investing so heavily in retail stores? How to Tell When a Bubble Starts
March 28, 2017 Investment Opportunities
I’ve learned that price action alone isn't enough to define a bubble. Let’s look at some classic bubbles so we know what we should be watching for… Dollar Mania Hits Wall Street
March 28, 2017 Currency
The long-dollar trade has become among the most crowded on Wall Street. But the dollar may be a lot more unstable than many institutional traders realize. Bonds or Stocks? Which is Better?
March 13, 2017 Bonds
While many are calling for concern over rising bond prices, based on the data, this isn’t something to be alarmed about. Will Trump Deliver GDP Growth?
March 10, 2017 U.S. Economy
The last time the U.S. GDP annual growth rate topped 4% was back in 2000, so it will be a substantial achievement if President Donald Trump can pull it off.