The OPEC Deal May End In June

A couple of weeks ago, comments from the UAE’s energy minister spurred the oil price rally higher... The rise, however, may have been too high for OPEC and Russia’s liking.

  • Jan 19, 2018 2:15 PM
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"Luck Is Rewarded, Work Is Scorned" - Third Time's A Charm?

"This floating rate, rotating global bubble economy we’ve built since the early ’70s is one where speculation and luck are rewarded while work is scorned as a sucker’s bet...It is this system, more than anything, that is the source of our inequality issues and political turmoil."

  • Jan 19, 2018 1:37 PM
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2018 Crystal Ball Predictions

Markets have been pricing in perfection, and have ignored every potential bad news item that came along... but here is a list of potential US events/developments that may shake things up in 2018.

  • Jan 19, 2018 11:31 AM
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Seth Klarman Sounds Alarm On Amazon, Facebook

"while companies such as Amazon and Facebook are driving enormous change and have themselves been growing rapidly, they are not necessarily great investments going forward…many of these companies seem very fully valued."

  • Jan 19, 2018 9:32 AM
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