Latest Insights on FOUR
The Fed Is Set to Repeat Errors of the 1930s
March 7, 2018 U.S. Economy
Tariffs are back in the news. But policy makers at the Fed seem to be out of touch and set to repeat mistakes like those seen in the 1930s. This Forgotten Industry Is Making a Comeback
March 6, 2018 Investment Opportunities, Trending
This industry seems to be catching a second wind. It outperformed the market due to a couple of impressive quarterly earnings reports and a much-improved outlook. Join Me in the Switzerland of South America
March 5, 2018 Global Economy, Government & Politics
They call Uruguay the Switzerland of South America. That particular shoe fits ... except, last I checked, Switzerland had no world-class beach resorts. Italian Stocks Won’t Get a Boost From the Election
March 5, 2018 Global Economy
As Italians voted over the weekend, polls highlighted how divided the country was. But Italy's problems extend beyond the country’s political parties. I Was There When 5 Congressmen Were Shot
February 27, 2018 Government & Politics
As a witness to the 1954 shooting of five congressmen, I was shaken momentarily. Now, 64 years later, the terrible tragedy at Parkland depresses me profoundly.