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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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June 24, 2016

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Gold, oil, stocks, and the return of stagflation:  where to find profits in the current environment.  What investments have the potential to perform well under the economic and market conditions that are taking shape around us?  From many different angles,...
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June 03, 2016

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Executive Summary 1.  Bonds not risky?  Think again.  At the present juncture, equities are not the only risk assets.  As we stand near the end of a 30-year credit cycle, bond yields are poised to rise.  We don’t know how...
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December 31, 2015

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Best of Breed in 2016 In the era of plentiful liquidity that accompanied QE and six-plus years of near-zero interest rates, the rising tide lifted many boats that really didn’t deserve to get lifted.  U.S. markets are now slightly over-valued,...
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