Monthly Archives: February 2020

Prudent risk managers have long since left the burning building.  Those still in stocks are either risk-blind, reckless or planning to hold always even as capital evaporates.  Most will liquidate after large losses when cash is short and redemption requests … Continue reading →

How is climate change effecting the world’s food system? Climate models show crop production will decline every decade due to drought, heat, and flooding. And some of our tastiest foods may be in peril – including cherries, coffee, cacao, wine … Continue reading →

The U.S. stock market has reached 100-year highs versus global equities in terms of relative price and valuations. While other world markets have risen an average of 50 to 60% over the last decade, US stocks have lept 250% in … Continue reading →