Tag Archives: Technology

A Look at the Year Ahead

Providing some answers to the questions on the media’s minds (and maybe the investors’). This is the time of year when we get a lot of questions regarding our outlook for next year including a call for point estimates on the usual indices and other variables. It is somewhat pointless to provide point estimates, but […]
Read More »

China—Its Importance in the Markets and the Global Economies Today and Tomorrow

Greece is not our issue I would recommend getting a copy of John Mauldin’s and Worth Wray’s e-book on China, A Great Leap Forward? In the meantime, in almost every short video we have posted on our site, in addition to some thoughts on the topic of the day, I have suggested one needs to pay […]
Read More »

The “NO!” vote

While we can expect some turmoil in the markets and some near term reinstatement of some trends, let’s keep in mind that the vote was positioned as a YES or NO! vote on the terms on the table. Tsipras did a very good job of positioning the vote as not a vote on exiting the […]
Read More »

Grexit and investing in a Sartre world

On Friday, June 26th, I was on Bloomberg Market Makers with Olivia Sterns and Pimm Fox to spend a few minutes talking about the news of the day and the markets.  In a short period of time one tries to respond to some of the issues that may not have been covered or where the […]
Read More »