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Recent Updates

Investment Themes and Considerations for 2019
Charts and Updates
US vs. Europe: A Closer Look at US Outperformance
Late Cycle Signals and Yield Curve Dynamics
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

Premium Content

Trade Wars: Portfolio Hedges | 3-D Printing
Pick-and-Mix
The Fed’s Permanently Big Balance Sheet & More
Emerging Market Stock Picks
Two Investment Ideas
China Shadow Banking | US Foreign Funding
The Hawks Have Not Left the Building
Humble Pie, US Credit Standards, General Electric and More
Oil Market Misery | Amazon Ups Its Advertising Game
The US Consumer is Not Immune and More
Investment Observations
Tightening Only in Name
Olson’s Paradox and the Successful Collusion Amongst Oil Exporters
Thought Experiment: China Oil for Gold Contracts
The Challenge for Food & Beverage Retail Incumbents
Trucking: High Freight Rates and Record Truck Orders
Too Much of a Good Thing
A Week of Plenty: Parsing the Big and the Small
The Crisis Everyone Knows About
The Vollgeld Initiative