Latest Insights on AWAY
August 4, 2017 Stocks
The semiconductor sector recently showed a bearish signal — and this subsector has actually been leading the technology sector as a whole this year.
You’re a Biased Investor August 1, 2017 Global Economy
We all have a natural tendency to want to invest in our home countries. However, an investor in any number of international indexes has done much better.
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 […]






