Baltic Dry - Post CNY Bounce Pattern Intact (& Soybean Season Ahead)
At the beginning of the year, I wrote a piece called Baltic Dry - It’s That Time of Year Again suggesting... Looking back at the first graph tells...
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The Flawed Logic of Trump's Order on Regulations
Though the travel ban received considerably more attention, another recent Trump administration executive order should also be the target of...
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The Pathology of Fake News ... We Are All Perpetrators
This is not just often coming from Trump, Putin, China’s leadership or a slew of unverified stories on the Web, but is a pervasive and age old...
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Globalization May Be Going Extinct, Replaced by a New Global Populism
Brexit was the first visible symptom that of the rise of the more insular, economically viable, semi-protectionist nation state is stirring to...
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Case-Shiller Property Indices Hugely Misleading...and Different from Stocks (LT Invst Windows Tight)
This topic has nagged me for some time. Two months ago when the Case-Shiller Home Price Index “made a new high” and after new highs again this...
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