The U.S.

February 16, 2017

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Looking Back on 2017 Let’s take a step back and imagine that 2017 is almost over — and that we’re looking back from a standpoint in late December. What will we see has happened in the U.S. market during the...
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February 02, 2017

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Trump’s Plans Are Not Mysterious… He’s Fulfilling Campaign Pledges The new administration’s whirlwind first days in office have led some observers to wonder what they’re up to. Regardless of what we think about the political or economic ramifications of new...
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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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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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