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Monthly Archives: January 2018
Key observations on record exuberance, returns and late cycle prospects
This year marks the ninth year of the expansion cycle that began in 2009, the second longest in recorded history, and an ominous 31-year high in investor confidence. Free-to-cheat-and-steal-financial intermediaries, greased by ludicrous liquidity gifts from central banks, have had … Continue reading
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Eat for the Planet podcast: the truth about protein
Good discussion on a much misunderstood topic: protein. Kathy Freston is the co-author of Clean Protein, a book that highlights the health and environmental benefits of choosing plant-based proteins over animal sources. Listen to this episode on the following platforms: … Continue reading
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IEA sees “explosive growth” in oil supply
Exploding supply growth and falling demand growth is a full circle to lower prices. OPEC’s fear that another surge of shale oil could neutralize its production cuts might be coming true. U.S. oil output is set for “explosive” growth this … Continue reading
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