We can talk all day (sometimes I do) about how important the flow (through borders) of goods, capital and, yes, labor (people) is —

Hedge fund legend Ray Dalio has been making the rounds this week promoting his latest book Big Debt Crises (already can’t put it down!).

This week’s message is brief and to the point. Taken from the summary of my weekly internal commentary after scoring our PWA index and

Clients know we continue to like financials right here. Despite their thus far lackluster 2018 results, the macro environment (save for one huge elephant

My parting note to a client this morning pretty much sums up all that needs to be said today about the near-term state of

I’ve made the case multiple times herein, and ad nauseam in client review meetings, that the miracle that a country housing merely 4% of

Tuesday we highlighted for you the ISM Manufacturing Survey; pointing out the resoundingly good present situation, and the ongoing concerns around the trade issue.  This

Thought I’d share today’s entry to our internal market log: 9/5/18 (Wednesday) Tech is selling off markedly this morning, which makes perfect sense if

This morning’s release of the Institute for Supply Management’s Manufacturing Survey echoes the sentiment we expressed in this week’s message.  From our summary: General conditions

While the trend in overall auto sales the past few months has been nothing to write home about (now subtracting a point from our