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Latest Insights on ESTE

Russia Will Roar in 2017 Russia Will Roar in 2017 January 4, 2017 by Jeff Opdyke 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 The Key to Stocks in 2017’s Market January 2, 2017 by Jeff Yastine 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 The Battle for Bonds December 28, 2016 by Jeff Opdyke 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) Farming the Internet of Things (IoT) December 27, 2016 by Jeff Yastine 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 Cash Confiscation and the Case for Gold December 20, 2016 by Jeff Yastine 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.

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