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
An idea that was once a twinkle in the eye of radicals is gaining ground among the Silicon Valley intelligentsia, including Elon Musk and Mark Zuckerberg. The concept is that the disruption caused by automation and artificial intelligence is going to be so severe that half the workforce, or maybe Read more
Trade Wars and Media Fears It was a disappointing February. After a seemingly relentless and exuberant rally during January, the market stumbled in February and ultimately gave back most of its gains year-to-date, although at this writing it is slightly in the green. However, our big-picture analysis continues to suggest Read more
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