Global Market Commentary

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 its trading...
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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 European Union’s...
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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 Angeles up...
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December 22, 2016

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Market Summary Over the next few months, we believe, the U.S. economy will grow, and certain industries are poised for more rapid growth in the immediate future.  We see no U.S. economic recession on the near horizon, and without a recession, it...
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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 is our...
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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 election.  As...
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