Sunday, May 28, 2017

Opinions & Commentaries

Economic Consequences of More Europe

A resurgence in the euro after recent elections in Europe could leave it top dog in global currency markets. Understanding what that means for the U.S dollar will be pivotal for investors...

Tesla’s For Everybody – Says One Stanford Economist

The growth ramp-up that is in store for electric cars is mind-bogglingly large. We don’t even need a massive, immediate transition away from combustion engine automobiles to make this happen. We just...

Even Trump Can’t Save Coal Miners…

Clean coal is dead. Trump’s latest budget proposal is slashing funds for clean coal research. “The Energy Department has spent more than $200 million a year on research into ways to capture and...

The Next Big Housing Boom — Courtesy Of The “Renter Generation”

I received the following group text from my little brother this week: “Hey guys – just a reminder that we are planning to move next Saturday and any help folks can give...

The Numbers Lie: Housing is Strong!

The housing market is coming back to life. Millennials are moving out of their parent’s basements and starting families. Inventories are tight. Homebuilders are back in action after years of sitting on...

The Bubble That Could Break the World

The key to bubble analysis is to look at what’s causing the bubble. If you get the hidden dynamics right, your ability to collect huge profits or avoid losses is greatly...

The Strongest Stocks on the Market Are…

China’s economy is losing momentum, the financial press warns. “Waking up to the systemic threat posed by cheap credit-fueled stimulus since the 2008-9 global financial crisis, Beijing has continued to tighten the...

Seth Klarman “Triple Crowned” His Portfolio

This past weekend, just a 6.3 mile drive from our headquarters in Baltimore, a hometown hero was crowned. In case you missed it, Cloud Computing — a horse owned by Baltimore-raised hedge...

They’re Writing Trump’s Obituary

The smoke has cleared. After last week’s volatility shock, stocks are settling back into their boring routine. The major averages absorbed Wednesday’s gut punch like champions. Despite the Dow’s 375-point swoon, the Big...

Watch Out for These 3 Broken Trends…​

Trump packed his bags and left Washington this morning. No golf for the president this weekend. Instead, he’s travelling to Saudi Arabia. Then it’s off to Israel, Italy and Belgium. The fake news...

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