HAPPY HOLIDAYS, HAPPY NEW YEAR AND OUR GLOBAL THEMES FOR 2007
One can find humor anywhere.Click here to read full article...
VIEW FROM THE SOAPBOX
THE PICTURE FOR U.S. SPENDING RESTRAINT IS NOT BRIGHT, AND THE GLOBAL CURRENCY MARKETS FINALLY UNDERSTAND THE CONSEQUENCESClick here to read full article...
THE NEW INDUSTRIAL REVOLUTION
The holiday season is upon us, so allow Tony and me to wish all of you and your families a very happy holiday season and warm wishes for health, success and every joy in years to come.Click here to read full article...
TIME FOR ACTION?
I am happy to be able to write you just before what I see as a propitious time for action. In our opinion, things are about ready to change a lot for global markets, and this process is just getting underway.Click here to read full article...
MORE RECENT THINKING ABOUT THE UP COMING U.S. ELECTION
MORE RECENT THINKING ABOUT THE UP COMING U.S. ELECTIONClick here to read full article...
THE WORLD IS IN FLUX
It is turning out to be a transition that we understand and enjoy. However, at times periods of flux can prove challenging. The crystal ball is not cloudy but the market is excellent at teaching us that there are always reasons to be humble. As the ancients said, “pride cometh before the fall”.Click here to read full article...
“THE NEW TITANS”
It is a volatile time in the markets so I thought that I would give our loyal readers a break from my writing and share some research by an organization that we respect greatly; The Economist magazine.Click here to read full article...
VOLATILITY IS OUR FRIEND
WHY DO WE ENJOY VOLATILITY?Click here to read full article...
THE TRUTH IS THE TRUTH, AND THE SPIN IS JUST SPIN
Investors who learn the truth and ignore or avoid the spin make the money. Those who don’t get to the truth or who listen to and believe the spin are going to have a hard time.Click here to read full article...
WE BEG TO DIFFER
This has been a summer of intensive research. Two of us just returned from a major energy conference in Denver where we met with the managements of at least 20 companies. This week one of our analyst/consultants will be visiting six companies in Canada. We are now preparing for the fall conference season where we will be seeing many companies from a variety of industries at conferences throughout North America and Europe. In addition, there is a steady flow of company’s managements coming by our offices to tell their stories.Click here to read full article...
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