Monthly Archives: November, 2016

The Cuba Trade

Here MarketWatch reports that Fidel Castro’s death is causing the shares of a Cuba related mutual fund to soar. Investors in a fund with the...

Rising Rates a Threat to Commercial Real Estate

The Wall Street Journal reports on the risks a reversal in interest rates presents to the bubble conditions in commercial real estate created by...

Portfolio Strategy: This is the Opportunity in Small Company Stocks

Small-cap stocks are on a tear. After crashing into bear market territory early this year, small company shares are up almost 40% from their...

New Wave of Annuities Likely to Fall Short of Investor Expectations

I've been warning investors about the perils of buying variable annuities for a long time (read: here, here, here and here). Now Investment News has...

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Do You Have a Survival Guy Portfolio?

If you were to construct a Survival Guy all-weather...

Great Solar Wall Plans Unveiled

The US Energy Information Administration reports that China’s utility-scale...

Policy Failures Push Australia Toward Costly LNG Imports

The Oxford Institute for Energy Studies reports that Australia’s...

Trade War Forces Chinese Plastics Factories to the Brink

According to Nicholas Lua of Bloomberg, China's plastics factories,...

Ex-Intel CEO Admits: Nvidia’s Lead Is Massive

Brian Sozzi of Yahoo Finance reports that former Intel...

Rare Earth Recovery: A Green Solution to Rising U.S.–China Tensions

Rising U.S.–China tariffs have disrupted rare earth supplies, threatening...

Australia’s Rare Earths Surge Amid China’s Export Curbs

Nic Fildes of Financial Times reports that following China’s...

The Mysterious ALS Cluster in the French Alps: Is It Linked to Toxic Mushrooms?

Terence Monmaney of Popular Science reports that in Montchavin,...

If You’re in Town, Be Sure to Visit Your Survival Guy

Happy Monday. I hope you had a nice weekend...

What Did Investors Expect?

What did investors expect? Markets don’t go up forever....