Latest Insights on ECL
Former Congressman’s Thoughts on the Year Ahead
December 19, 2017 Government & Politics
Many investors and bankers act as though there is no day of reckoning, while American politicians cut taxes when the national debt nears $21 trillion. Play This Miracle on Main Street
December 11, 2017 Stocks
The new tax plan promises to breathe fresh life into a sector that most investors have already written off as dead.2018 Commodity Forecast: Time to Love the Hated?
December 8, 2017 Natural Resource Investor
Investors have strategies for making decisions. A common strategy for good investors — or at least those who love to tout their goodness — is to buy what’s hated. Sir John Templeton, a guy Money magazine named as the greatest stock-picker of the 20th century, characterized the opportunity to buy what’s hated as the “point of maximum […]China’s World Reserve Currency in a World of Its Own
December 1, 2017 Natural Resource Investor
Perhaps you caught it? About five weeks ago, in The Edelson Wave, I wrote Keeping the Faith in the US Dollar. I made the case the Chinese yuan has a difficult road ahead – STILL – if it is to unseat the U.S. dollar as the world’s primary reserve currency. I did, however, make a minor concession: […] The Reason Not to Sweat the 2018 Stock Market Drawdown So far this year, the market has had a very small sell-off. But with a historically low drawdown in 2017, we can’t expect the same next year.