Markets are Underestimating Supply Chain Risk
The S&P 500 index is having its worst week since 2008 and has entered “correction” territory, defined by a 10% decline from the highs.
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Coronavirus is Coming to the United States — Here’s What to Watch
Coronavirus is coming to the United States. “It’s not so much of a question of if this will happen anymore,” Nancy Messonnier,…
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As Silicon Valley Faces “The End,” Venture Capital Firms are Raising Money as Fast as They Can
In the natural resource industry, they have a saying: “When the ducks quack, feed ’em.” Demand for natural resources — precious and…
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Gold Stocks are a Portfolio Inoculation Against Coronavirus and Central Banks
As of late February 2020, the major U.S. indexes are down more than 3% — and gold stocks are up more than 3%. On…
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The WeWork Saga Was Even Nuttier Than We Thought
The era that ran from 2007 to 2019 was the most epic in Silicon Valley history. In 2007, Steve Jobs introduced the…
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The Zero-Cost Investing Model is Taking Over Wall Street
The zero-cost investing model is taking over Wall Street. Everywhere you look, the cost of participation is being driven towards zero. Fees…
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This Could Be the Year Big Business Goes Remote (and stops shaking hands)
The coronavirus outbreak may now be “at the brink” of a global pandemic. So says Anthony Fauci, the director of the U.S.-based National Institute…
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How a Surprising Power Struggle Could Sink the British Pound
Bruce Kovner, a retired billionaire currency trader profiled in the book “Market Wizards,” once said he made most of his money from “stupid governments.”…
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The Coronavirus Threat to Markets Has Not Passed
As of Feb. 14, 2020, the stock market doesn’t appear worried about the coronavirus outbreak. This applies not just to the U.S.
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Why Great Investment Ideas are like Independent Films
The 92nd Academy Awards ceremony, also known as The Oscars, was held on Feb. 9, and this year something new happened. For the first…
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