Cows on Wi-Fi Show the Future of Health Care We’ve written several times in the past about the coming integration of health sciences, the internet of things, and big data analytics – a noteworthy example is Alphabet’s [NASDAQ: GOOG] life sciences research lab, Verily Life Sciences. Verily is pursuing a Read more
Market Summary Buy Volatility and Buy Gold If You Are a Long-Term Investor U.S. stocks are getting cheaper: is a short-term market bottom near? The key event this week was the strong rise of volatility and of gold after political surprises near the U.S. election: Wikileaks, FBI investigations, and tightening Read more
Market Summary The key to global stock markets is the U.S. dollar and U.S. interest rates. We have all seen U.S. interest rates rise, and that is potentially difficult for developed and emerging markets. Developed markets will be impacted as yield instruments become more competitive compared to stocks. Emerging markets Read more
Global economic growth is boringly slow, but it is still growth. Pessimists point out that the last few years have been the slowest economic recovery in seven decades, and that the average household in the U.S. has less income after inflation than in 2006. Optimists point out that positive change Read more
Global e-Commerce Adoption Isn’t Slowing — It’s Accelerating, and Has Massive Tailwinds U.S. e-Commerce Share Gains (vs Retail) Source: Bank of America/Merrill Lynch Most investors probably have the impression that e-commerce has moved beyond its initial stages of rapid growth and into a slower and more “mature” growth pattern. However, Read more
Healthcare and Global Demand Growth Around the world, rising living standards are driving global demand growth for goods and services. We have often written about the rise of new global middle classes as linchpins of this growth – particularly the nascent middle classes of China and India. The rise of Read more
The Case for Emerging-Market Assets We are getting more bullish on EM. We have been bullish on certain emerging-market assets since earlier this year, particularly Brazilian bonds. We viewed them as a reversion-to-the-mean trade as commodity prices stabilized and Brazil found its way to the resolution of its long-running political Read more
31225 La Baya Drive, Suite 214
Westlake Village, CA 91362
1 310 826-8600
Mon-Fri 6:30-4:30
