A Market Reminder: What Goes Vertical Can Collapse

A Market Reminder: What Goes Vertical Can Collapse

No matter how experienced you are or how close you are to the action, when the shit truly hits the fan – as it is right now – you’re always going to be a step behind the curve. That’s just market reality. Over the years I’ve spilled plenty of ink on geopolitical...
What Does ‘America First’ Really Mean?

What Does ‘America First’ Really Mean?

We are all finding out what “America First” really means. And, if I were sitting in the U.S., I probably wouldn’t be so unhappy about it. However… One thing about the current American President – no one can accuse him of being predictable. As I mentioned last week,...
Just How Much Wider Can the Gap Between Europe and Trump Get?

Just How Much Wider Can the Gap Between Europe and Trump Get?

Before diving into last week’s market mayhem, I have to say: “America First” is starting to look a lot like “America on its own.” Most folks in Europe – egged on by our ever-progressive press – are firmly anti-Trump. And honestly, even I, someone who shares plenty of...