Professor Jeremy Siegel and I had the great honor of interviewing professors Robert Gordon and Joel Mokyr—two Northwestern University academics and economists—about the future of the U.S. economy ...
This is going to be a quick follow-on to the last post on monetary policy as the only game in town. I feel like the obvious question that post doesn’t answer is this one: what other policy tools sh...
I am technology-challenged today (why my laptop had to crap out 21 days before I get my big desktop rig back is beyond me), so I am going to keep this brief. Health Care and earnings are the focal poi...
Well, the dollar just can’t catch a break. Already in the doldrums, the greenback started taking on more water on Monday evening when two more Republican defections killed the GOP healthcare bill....
There are a number of great companies in the market today. By using the ModernGraham Valuation Model, I’ve selected five undervalued companies with a low beta reviewed by ModernGraham. A company’...
Yesterday after writing my piece about Tesla and Bitcoin, I received an email from one of the smartest guys I know. “Funny that you wrote about shorting Elon’s science project and GBTC. I just bo...
Laureate Education (Nasdaq: LAUR) – Sell or Short Recommendation Price Target- $16.50. Event Overview July 31, 2017 concludes the 180-day lockup period on Laureate Education Inc. (LAUR). When t...
While homebuilder stocks are hovering near record highs, confidence among homebuilders has tumbled to its lowest since before Trump’s election. As opposed to blaming stagnating wages, or higher...
Last Sunday’s (July 16) recent lows seem a distant memory for most of the cryptocurrencies as buyers take back control and force the digital markets sharply higher. Bitcoin (BTC) has jumped nearly 2...
This month, the World Gold Council (WGC) released a new edition of Gold Investor. What can we learn from the report? The summer issue of the WGC’s Gold Investor contains a few interesting articles...