U.S. Elections and ESG: Impacts on People, Planet… and Profit (North America)
In U.S. Elections and ESG: Impacts on People, Planet… and Profit, I discussed major universally-relevant implications of the 2020 U.S. elections...
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S&P 500 Revisiting 2,600 Support
The S&P 500 was not able to break through the 2,817 and 100-day moving average resistance levels last week, and has now fallen abruptly back to...
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U.S. Equity Strategy: How Much Worse Can It Get?
A breakout late last week in the high yield spread over 10-year Treasuries can now be added to the already long list of concerns we have for the...
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U.S. Equity Update - Cautious Outlook, Downgrading Manufacturing
We remain extremely cautious and expect consolidation, volatility, and lower prices to continue as the market searches for a bottom. In today's...
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Internet of Things in Agriculture
A few months ago, I wrote a piece titled "Investing in the Internet of Things" and I made a case for the bright future of IoT and its myriad...
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