Latest Insights on AWAY
This Unloved Metal Is Starting to Climb in Price
August 1, 2017 Precious Metals
I want to pass along what I believe is the single best story in mining today: the underinvestment in critical metals.New Russia Mess: 3 Takeaways for Investors Big impact on defense stocks, gold and oil
July 31, 2017 Uncategorized
Russia scandals and paranoia continue to dominate the news cycle, disrupt Congress and plague the White House. Yet, ironically, it seems there are still few people inside or outside the Beltway who truly understand Russian-American relations. Seven days ago, I presented three alternative theories: (1) Russia as an ally, (2) Russia as a Cold War adversary, […]Three Theories about Russia: Ally, Cold War Adversary, or Enemy #1?
July 24, 2017 Uncategorized
One year ago, as the crisis in the Ukraine was dying down, Russia was barely on the radar screen of U.S. news outlets. If it appeared prominently in more than one daily news cycle per month, it was unusual. Moreover, few people understood the country, its domestic politics or its foreign policies. Fast forward to […] Home-Cooked Meals Are a Hot Investment
July 14, 2017 Investment Opportunities
If food prices continue to shift the way they have over the past year, I think we will see more people cooking meals at home rather than going out to eat. Wall Street Rushes Into Global Stocks
July 12, 2017 Global Economy
The global bull market isn't finished, but sometimes it helps to step away from where the action’s been hot and look for fresh opportunities elsewhere.