Reality

The Four Key Themes From Q4 Conference Calls

Since President Trump’s surprise victory over Hillary Clinton in November, investors and management teams have been acutely focused on the new administration’s policy proposals. As expected, all 4 key themes discussed on Q4 conference calls are closely linked to Trump's policies and include tax reform, regulation, fiscal spending and trade policy.

The Coming Bear Market

The bears are dead. Long live the bears. And that, in a nutshell, describes every bubble and emerging bear market there ever was...

Visualizing The Fake News Problem

The rise of fake news is complex and very difficult to untangle. However, the fact is that established news outlets aren’t doing themselves any favors. If people feel like they can’t trust the Washington Post or other such sources, then it should be no surprise that they are turning to the power of “word of mouth” from their peers more often – no matter how fallible this might be.

#FakeNews In Investing

As is always the case, a ramping bull market hides investor mistakes – it is the bear market that reveals them. The meteoric rise in passive investing is one such 'strategy' sending an important and timely warning. Just remember, everyone is 'passive' until the selling begins.

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Trump's Sheeple

Trump has his own flock of Sheeple, who are missing the most important aspects of his Presidency to date. Will they come to regret their blindness?

The German 'Anti-Trump' That Could Beat Merkel

German politics = boring politics – in recent decades this equation has generally held true. And yet, with the new Europe we face, that perhaps is no longer the best thing for them to be. Suddenly politics in Germany has become very interesting and the race for the chancellorship looks open again.

Fed's Harker Blames 'Prime-Aged' American Male Joblessness On Drug Abuse

For 60 years the labor force participation rate of 25-54 year old men in America has declined. There are many reasons for this existential decline, but Philly Federal Reserve President Pat Harker explained today during a Q&A session that he is concerned that more 25-54 year old men are out of the workforce and blamed "drug abuse" for the problem. Of course, this is not the first time Fed officials have claimed 'drug abuse' as an excuse for the failure of their policies.