Latest Insights on COG
Investors Don’t Understand We’re in a Bear Market
December 20, 2018 Stocks
Bull markets condition individuals to buy dips. Uptrends reward buyers for that behavior. But in a bear market, dip buyers rapidly face large losses. Traders Ignored the Fed Chairman’s Warning
December 13, 2018 U.S. Economy
Traders were right that Fed Chairman Jerome Powell's recent speech was important. But buying stocks was the wrong reaction. Tariffs Are Not the Problem, Investor Sentiment Is
December 10, 2018 Economy
The problem isn’t really tariff rates. The problem is how investors think about tariff rates. Investor sentiment moves markets, not low tariff rates. General Electric Will Rise Again — Here’s Why
December 5, 2018 Investment Opportunities
It seems like there’s plenty of growth left for an aggressive, slimmed-down General Electric to take its share of the market in coming years. Will China Come to a Trade Agreement?
November 21, 2018 Global Economy
U.S. President Donald Trump will talk trade with Chinese President Xi Jinping on November 30. Trump has been optimistic. But will China come to the table?