Latest Insights on ESTE
Russia Will Roar in 2017
January 4, 2017 Investment Opportunities
American mood toward Russia has morphed — or, at least, the Republican view has morphed. And that’s where we have an opportunity as investors. Welcome to the Year of Russia. The Key to Stocks in 2017’s Market
January 2, 2017 Investment Opportunities
Forgive me if I brag a little, but our team had quite a year in 2016. And you couldn’t find a better, more diverse group to lead the way heading into the new year. The Battle for Bonds
December 28, 2016 U.S. Economy
Stocks have reached stupid valuations, and bonds are under assault from Fed rate hikes. So, here we are, at a point in history when down is far more likely for each than up. Farming the Internet of Things (IoT)
December 27, 2016 Investment Opportunities
Few industries are better suited for the IoT than agriculture. The soil data alone can be invaluable. Not surprisingly, big agriculture companies smell opportunity in the wind. Cash Confiscation and the Case for Gold
December 20, 2016 Wealth Protection
Imagine a U.S. president banning all $100 bills in circulation with no warning. Can’t happen, you say? It happened in India, and gold may be the only recourse.