Latest Insights on COOP
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 […] Why Invest in Europe? Because of This
June 21, 2017 Global Economy
It shows you just how far Europe’s economy has come that even its sickest members are starting to revive. Can the good times continue? The data say yes. The Other Infrastructure Boom
June 6, 2017 Global Economy
We spill a lot of ink in this country about the huge amounts of money that might be spent on improving our infrastructure — but we’re missing the bigger picture. Here’s What’s Killing Oil Prices
May 26, 2017 Oil
The market got everything OPEC promised: a nine-month extension of oil production cuts. So why are oil prices still falling? Let me show you…