December 2016

December 29, 2016

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New Opportunities are Opening Up, and New Risks Are Ahead:  How You Can Change, Adapt, and Profit Over the Christmas weekend, instead of enjoying time with family at home, our Senior Analyst found himself making a quick round-trip from Los...
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December 15, 2016

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For the U.S. Economy to Grow, Productivity Must Rise — But The Obama administration aimed to increase U.S. labor productivity; and the incoming Trump administration has the same goal.  Although the goal is the same, their prescriptions are different. Here...
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December 08, 2016

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The Market’s Turn:  Financials In the wake of President-Elect Trump’s unexpected victory, two of the sectors we favor are financials and industrials, and we’ll briefly discuss why.  First, financials. Financials have enjoyed a strong rally in the month since the...
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December 01, 2016

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Trump Taps a Turn-Around King The Secretary of Commerce acts “as the voice of U.S. business within the President’s Cabinet.”  Trump’s pick for the post, Wilbur Ross, tells us something about the President-elect’s psychology. Mr. Ross has bought and restructured...
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