Latest Insights on ARR
The Fed Is Set to Trigger a Recession in December October 17, 2017 U.S. Economy The Fed tries to stop raising rates before it starts a recession. But that’s hard to do ... and it usually isn’t successful.
A Buy Signal for Everything October 16, 2017 Trading Strategies Analysts believe magazine covers are wrong most of the time. That makes the recent cover of The Economist a buy signal for everything.
Cybersecurity: An Industry of Opportunity October 13, 2017 Investment Opportunities As we move into a world where more pieces of our life are connected, we are facing vulnerabilities that need to be addressed through cybersecurity.
Japan’s 28-Year Bear Market Is Finally Over October 12, 2017 Global Economy It has been almost impossible for investors to make money in Japan. But stocks are rallying, closing at a 21-year high this week.
It’s Still the Cinderella Story of 2017 (and 2018) October 10, 2017 Global Economy Six months ago, I called investing in Europe "The Economic Cinderella Story of 2017." Yes, it was grandiose. But it turns out that it was the right call.