The Driverless Car Revolution Has Begun
It’s happening right now… Self-driving vehicles are on American roads. Hundreds of them are driving around Arizona as you read this article. Q2 hedge fund…
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The Threat Of A Trade War With China That Nobody Is Talking About
Trade and tariffs are all over the news because President Trump is going after China. The president’s tweets and public statements tell us he doesn’t…
7 Charts That Signal A Breaking Point
Just like the weather, financial markets go through cycles. Most years, weather doesn’t change suddenly. We get some transition time between the colder and warmer…
AI Is Taking Fake News To The Next Level
“Fake news” has become a buzzword, thanks to social media. This becomes even more worrisome in light of the recent scandal about Facebook’s shady data-sharing…
David Rosenberg: These Five Indicators Indicate That We Are at a Cyclical Peak
BY JOHN MAULDIN The FAANG stocks have ruled the technology sector the last few years and have had a heavy influence on the entire stock…
Demographics And Automation Will Create A Perfect Economic Storm Until 2030
Last month, Bain & Company issued a magnum opus report called “Labor 2030: The Collision of Demographics, Automation and Inequality.” Check out our H2 hedge…
Prepare Your Portfolio For The Unimaginable
At my Strategic Investment Conference 2018, I had a chance to listen and talk to many extraordinary, intelligent investors. So I thought I would give…
The Next Recession Worse Than The Great Depression?
When will the next recession start? In search of the answer, I kept asking speakers on-stage and off-stage at the Strategic Investment Conference 2018. I…
A Growing Generation Gap On Wall St
There is a generation gap in finance. And I’m not talking about Millennials vs. Generation X. You can split traders into two groups: Pre-crisis Post-crisis…
Neil Howe: Generational Changes Spell Trouble For Equities
At the Strategic Investment Conference 2018, John Mauldin interviewed Neil Howe, Fourth Turning best-selling author and demographics expert, about generational changes and their effect on…
David Rosenberg: It’s An Ugly Picture If You Are Looking For Value In Equities
The long-awaited Strategic Investment Conference 2018 kicked off with a keynote from David Rosenberg of Gluskin Sheff titled, “Year of the Dog: Will It Bark…
Louis Gave: China Is Leading A Once-In-A-Generation Shift To Inflation
At the Strategic Investment Conference 2018, Louis Gave, co-founder and CEO of Gavekal Research, talked about “game-changing policy shifts” and massive social changes that are…
The Middle Class Markets Could Disappear In The Next Decade
At the Strategic Investment Conference 2018, Karen Harris from Bain & Company gave a thought-provoking keynote titled, “Labor 2030: The Collision of Demographics, Automation, and…
Why Inflation-Based Monetary Policy Is An Error In Itself
We have two different inflation measures in the US. The Federal Reserve prefers to look at the Commerce Department’s Personal Consumption Expenditures (PCE) Price Index….
Hedge Funds Are Highly Underrated?
Hedge fund guys aren’t well-liked, which I find interesting. Most people don’t even know what a hedge fund is. And if they knew, they probably…