Latest Insights on PM
Stock Buybacks Destroy Corporations
October 9, 2017 Stocks
Government isn’t the only thing that can destroy value. Private enterprise can do that perfectly well too. The ETF Bubble Will Change The Stock Market Forever
October 3, 2017 Stocks
As stocks rallied this year, valuations became stretched. But we were missing the final piece of the bubble. ETFs now provide that piece of the bubble. Hurricane Irma Gave Us a Bull Market
September 25, 2017 Investment Opportunities
The great 1983 film Trading Places features two duffers who made a fortune by betting on this crop. Thanks to Hurricane Irma, you can do the same thing today. Caterpillar’s Boom Is Just Getting Started
September 20, 2017 Investment Opportunities
Three months ago, I delved into the underloved construction sector. And this very lucrative investment opportunity isn't over, not by a long shot. Investing in India Means Short-Term Pain for Long-Term Gain
September 20, 2017 Global Economy
For months now, I’ve been beating the drum on “the next China” — India. The country has an important economic tailwind pushing it in the right direction.