2017 has been a great year for investors. Global equities are higher. Volatility is non-existent. Heck, even left-for-dead fixed income has posted positive returns. However,…
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Forget the Fed. Focus on Coordinated Global Tightening
What Are Reasonable Return Expectations?
“Reality will pay you back in equal proportion to your delusion.” - Will Smith, actor & musician Stanley Druckenmiller is one of the most successful investors of his generation. During his time running Duquesne Capital (1981 – 2010), he never...
read moreWhat Happens if the U.S. Goes to War?
“Rising overseas tensions usually don’t cause economic slumps or bear markets… but it’s not unheard of.”– Ben Levisohn, Barron’s The CFA Institute’s Enterprising Investor blog published a…
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Interest Rates: Experts Stick to the Broken Clock Approach
The rising interest rate prediction has been the most incorrect forecast I can remember. For the past three years, we have heard various economists, market…
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