Serious investment thinking that doesn’t take itself too seriously.
Wall Street folklore contends that four data points reflect the interrelationship between the price of money, interest rates, the price of currency (US Dollar Index), the price...
Saudi Arabia plans to accelerate the IPO timetable for Saudi Aramco, the kingdom’s flagship state owned oil and gas monopoly that happens to be the world’s most profitable...
Brent crude oil plunged almost 4% from $67 to $63.50 a barrel after both President Trump and Secretary of State Mike Pompeo signaled progress in reducing geopolitical tensions...
I had recommended buying the Indian rupee at 69.25 as I expected the Union Budget to focus on fiscal prudence since the BJP’s landslide election win meant Prime Minister Modi did...
I had originally recommended Oracle as a turnaround candidate but the slow growth of its legacy database business and execution missteps in its transition to cloud computing...
The S&P 500 index trades at 2990 as I write. The risk-reward calculus on the broad index no longer flashes a buy signal to me. The economic data around the world has...