One point we’ve made consistently herein over the past year+ is our view that the rest of the world, particularly Europe, lags the U.S.

Sticking with this morning’s theme (globalization), here are a few excerpts from yesterday’s Bloomberg Economics Asia brief:     emphasis mine… China’s transformation from

In The Three Skills of Top Trading: Behavioral Systems Building, Pattern Recognition, and Mental State Management, Hank Pruden points out a common condition that afflicts

Just started reading Hank Pruden’s The Three Skills of Top Trading: Behavioral Systems Building, Pattern Recognition, and Mental State Management.  Right out of the

While our core Eurozone ETF (FEZ) has produced a substantially higher year-to-date return versus the U.S. market (5.9% better as of this morning), the

While the headlines have indeed been volatile thus far in 2017, the U.S. stock market has been anything but. The S&P 500’s largest drawdown

In two recent blog posts I touched on the seemingly popular notion that a market at all-time highs is doomed to collapse under the

In my June 3rd blog post I suggested that Western investors would be ill-advised to ignore China’s Belt and Road Initiative. Here’s a snippet:

David Stockman — a man who has leveraged his tenure with the Reagan administration to the absolute hilt — has a warning for all

The financial sector — our presently highest target weighting — seems to be finding its legs. 98% of the Financial Index’s members trading above