We’re no strangers to contrarian analysis. When the overwhelming weight of sentiment goes in one direction, we ask ourselves what potential pitfalls the consensus might be missing. Often that puts us in the position of identifying weaknesses and potential problems that others have glossed over — sometimes because of a Read more…
Saudi Arabia’s Bid for Transformation: Can It Work? Saudi Arabia has troubles. Our regular readers have heard us discuss them often, especially in the wake of the dramatic decline in the price of oil between mid-2014 and the beginning of 2016. Countries whose economy relies predominantly on oil and other Read more…
Market Summary The Brexit vote and the rise of anti-E.U. parties in Europe show that big changes are underway. Europe The coming changes will be more pronounced in Europe than in the U.K., although the U.K. will also suffer volatility and aftershocks as negotiations to start the withdrawal get underway. Read more…
Executive Summary 1. Market summary. The movement of the U.S. dollar will be the key determinant of the direction of U.S. stocks, gold, and oil — and a great deal about the direction of the U.S. currency and market depends on the coming U.S. election. In our view, the election Read more…
Market Summary Market summary. We are bullish on gold and some foreign markets, as well as stable growth companies in the U.S. We expect modest appreciation for the S&P 500 this year. We are avoiding Europe and Japan, and we are interested in gold and in some beaten-down markets such Read more…
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