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Recent Updates

The Hawks Have Not Left the Building
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
Containers and Packaging Companies: Challenges Aplenty

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The Hawks Have Not Left the Building
Humble Pie, US Credit Standards, General Electric and More
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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
Consumer Staples: Niches and Acquisition Targets
The Old Man and the Election
The Convergence of US and Chinese Bond Markets
Chinese Easing and the Case for China A Shares
Consumer: Long Stuff / Short the Experience Economy
Oil: Fighting the Myth