January 2017

January 26, 2017

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Tailwinds Still Strong For U.S. Materials Industries Back in early 2016, when Donald Trump’s victory in a contentious Republican Party primary still looked unlikely, the global commodity complex reached the bottom of the decline that had begun in mid-2014. From...
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January 19, 2017

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The Markets In 2017:  Inflation, Stocks, Bonds, and Gold   Despite headlines declaring that the post-election rally is running out of steam as we head towards Inauguration Day, we continue to be optimistic about the prospects for the U.S. stock...
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January 12, 2017

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How China Could Boost Commodities In mid-2014, China’s foreign exchange reserves peaked at nearly $4 trillion.  Since then they have been declining as China defends its targeted exchange rate against the U.S. dollar, and increasingly against a trade-weighted basket of...
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January 05, 2017

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Our 2017 Outlook Is Optimistic:  A Short Summary The Rise of Nationalism Has Changed the World   Last year, rising nationalism sparked many global events, and is now an established global trend.   We saw it especially in Europe.  The...
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