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Trade Wars: Clearing the Way for a War of Attrition
Consumer Stocks: The Long and Short of it
Financial Misery and the Flattening Yield Curve
US Stocks: Long, Short and Interesting
Continued Strength in the US Dollar | China’s Line in the Sand | Germany Between a Rock and a Hard Place
Trade Wars: Lessons from History
Don’t wait for the US Dollar Rally, its Already Happened
Searching for Value in Retail
The Great Unwind and the Two Most Important Prices in the World
Charts & Markets – 21 Jun, 2018
Charts & Markets – 11 Jun, 2018
The Contrarian Quartet (Part II)
The Contrarian Quartet (Part I)
AIG, Robert E. Lighthizer, Made in China 2025, and the Semiconductors Bull Market
Oil: Opportunities Arising from Infrastructure Bottlenecks
The Price of Growth
Containers and Packaging Companies: Challenges Aplenty
The Bull Market is Not Dead.
China’s Strategic Gains
Our Thoughts On and Investment Ideas for 2018