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Cage Match: Earnings Outlook vs. Geopolitics

Geopolitics At the Fore As we write, the news coming across the wire is about an attack conducted by unknown actors which has killed more than a hundred Iranians gathered for a memorial at the grave of Qasem Soleimani — a prominent Iranian military leader who was himself killed in

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2024 Year Ahead:  A Global Summary (And Monty’s Personal Notes)

The discussion surrounding the economic outlook for 2024 is multifaceted, with various factors influencing the global and United States economies.  We are maintaining a bullish stance for 2024, despite potential slowdowns in global growth, particularly in China.  Alongside China, Russia and several global commodity producers might experience a deceleration from

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China’s Economic Shift: Moving Away From Global Integration

We’re going to spend December looking ahead at 2024’s prospects.  We have an optimistic outlook for many global markets: in coming weeks we’ll describe why we’re bullish on Japan and India in particular, as well as giving our outlook on the United States.  But today we’ll start with perhaps the

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