October 2015

October 23, 2015

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The Case for GoldRecently we have been hearing from some of our old friends from the gold world. Except for the occasional trading position, we have not been positive on gold for about four years. Our attitude has recently changed....
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October 16, 2015

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Market Summary The U.S. market is moving ahead — as long as the U.S. Dollar stays in a sideways or declining trend. We’re bullish on U.S. stocks, but very selective about which sectors to be involved in. In our view,...
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October 10, 2015

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Creative Destruction: Is This Time Different? Many readers are probably familiar with the term “creative destruction.” It was coined by early 20th-century economist Joseph Schumpeter, who used it to describe how capitalism creates growth and technological progress by ruthlessly eliminating ideas, companies,...
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October 09, 2015

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What Is Going On With the U.S. and World Economy? There are times when things with which I am very familiar are reported in the financial media with 80% accuracy. And there are other times when things with which I am...
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