August 2015

August 28, 2015

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Why Are Global Markets So Interconnected? It’s because of the history of how markets and their participants have evolved. I entered the business as an analyst in 1968, after having been a part-time private investor from the late 1950s during my...
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August 24, 2015

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Running a Farm Like a Supply Chain We wrote last June about the arrival of big data in agriculture. In late 2013, the controversial agriculture giant, Monsanto, (NYSE: MON) bought a private company called the Climate Corporation, which had assembled...
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August 14, 2015

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Panic of the Day The media thinks it’s big news from China that the Yuan has fallen in U.S. Dollar terms by 4 percent as of this writing. Those who know the facts realize that this isn’t big news. The...
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August 7, 2015

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Not Your Grandfather’s Rate Hike With the Fed funds rate set to rise for the first time after years of extraordinary and unprecedented monetary policy, we believe that market psychology will make for a difficult investing environment.  This anxiety is compounded...
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