Latest Insights on ASO
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 January Effect: A Resolution Worth Keeping
December 30, 2016 Investment Opportunities
It’s time again to make market predictions. But, like New Year’s resolutions, few predictions pan out. So let’s take it month to month, starting with the January Effect. 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.