Deglobalization is a major, durable trend for the remainder of this decade and likely far beyond. But even in a world of higher tariffs, less free trade, and more protectionism, international trade doesn’t go to zero. That means there are still investment opportunities to find…
Today is the Fourth of July – America’s Independence Day. On this day in 1776, the Second Continental Congress approved the Declaration of Independence, “officially” severing our ties with the British crown. Of course, declaring independence didn’t make us independent any more than me declaring myself to be as rich as Jeff Bezos would make
Figuratively speaking, Eddie has mainlined himself into the U.S. Securities and Exchange Commission channel that makes these reports public. Recently, he uncovered several interesting transactions in some stocks you wouldn’t normally associate one particular politician with…
We’re living in an Age of Chaos. You see it in the capital markets, the economy, and in our politics. It’s pervasive. But we can separate meaningful signals from the noise by finding patterns in the chaos…
Master Trader Jonathan Rose recently recorded a video to help explain the importance – and moneymaking potential – of what he calls “Rainmaker Season,” which starts on July 15 this year.
From a debate debacle to a new “fart tax,” this week has been one for the books.
Last night’s presidential debate was worse than we anticipated. It could lead to a presidential election outcome worse than a Biden or Trump win…
Are you ready for this? It’s June 27, 2024… presidential debate day. The cringe will begin at 9 p.m. Eastern. If you’re a political junkie (or just really hate yourself), then we’ll both be watching the two old men from The Muppet Show lob insults at one another… demonstrate their lack of any new ideas
Rotten roots is an apt summation of the state of affairs in Washington. We have two political parties headed by two decaying shells of candidates. On Thursday, we get to watch them fling insults at each other and empty promises at us…
I don’t make a habit of listening to “Democrat economists” or “Republican economists.” I take the words of all economists with a massive grain of salt. But if I can identify one as a political hack, I generally dismiss them out of hand. I have no need for cherry-picked data taken out of context to defend a pet policy. Still… this is concerning…
