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Daily Archives: August 18, 2017
Weekend reading: The S&P 500: Just Say No
GMO’s James Mortimer and Matt Kadnar have written a great piece breaking down and comparing ‘relative’ value opportunities in risk assets today. Well worth the time for anyone with savings to shepherd through the world’s presently precarious financial markets. See: … Continue reading
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Fact-checking the Trump business conflicts saga
The trouble with pathologically dishonest behavior and actors is that they have a way of making rational people feel like the rational people are crazy or the problem. As a lawyer and analyst I have always found that a focus … Continue reading
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Cautionary tale in Venezuela’s demise: after the debt-fueled oil rush
Political and economic crisis have erupted in what was once Latin America’s richest country. Daily protests and an increasingly authoritarian leader threaten to transform Venezuela into a failed state. Here is a direct video link.
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