Clik here to view.
Here's How Wall Street Is Voting
The outcome of the elections will define the political context and leadership for policies that address the looming fiscal imbalances coming to a head in early 2013. Last week, we explored the...
View ArticleDaily ETF Roundup: All Eyes On The Election
Markets were relatively quiet on the day, as investors seem to be holding their breath for the U.S. presidential election that will take place tomorrow. Governor Romney and Barack Obama will duke it...
View ArticleQuote of the Day: Campaign Promises
We love this story.In the closing days of the 1932 campaign, Franklin Roosevelt promised a crowd in Pittsburgh that he’d balance the federal budget while cutting “government operations” by 25 percent....
View ArticleThe French Connection
After the Berlin Wall fell and Germany was reunified, it struggled for several years as the "weak man" in Europe, before enacting structural reforms. Italy and Spain, as well as the periphery of...
View ArticleClik here to view.
Joseph Stiglitz: Americans Aren't The Only Ones With A Lot At Stake Tomorrow
Most people around the world will not be able to vote in the United States’s upcoming presidential election, even though they have a great deal at stake in the result.Overwhelmingly, non-US citizens...
View ArticleETF Picks For 3 Of The World’s Most Innovative Companies
When it comes to the world of exchange-traded products, there are virtually no limits as to how investors can choose to play nearly every corner of the market. From compelling quant-based methodologies...
View ArticleGMI Ratings Governance Issue | The Goldman Sachs Group, Inc.
The Goldman Sachs Group, Inc. (GS) announced the appointment of another independent director, Mark Edward Tucker, effective Nov. 5. But Goldman has much further to go on improving its corporate...
View ArticleDid You Vote For “Money and Energy?”
With yesterday’s election results flooding the market, let’s take a refreshing break from the action and see what’s happening in the real, “money and energy” world.Let’s start with my two all-purpose...
View ArticleClik here to view.
The Art Of Siphoning Off EU Money
The European Union has been pursuing a dream, and in doing so, it has created a ballooning superstructure of governance manned by 41,000 bureaucrats and mostly unelected politicians.In 2011, they spent...
View ArticleForex Analysis: Euro Weighed By Growth Concerns- All Eyes On ECB
The Euro extended the decline from earlier this month as the EU slashes its growth forecast for the region, and the single currency may face additional headwinds over the next 24-hours of trading as...
View ArticleElections of Destiny: Reagan in 1980 and Gladstone in 1880
Elections matter, but some matter more than others. In 1880, the triumph of William Gladstone’s Liberals over Benjamin Disraeli’s Tories set in motion the long, slow decline of British industry, which...
View ArticleRomney, Limbaugh, And The Extreme Right Are All Things Of The Past
Conventional wisdom says late deciders break against the incumbent. I said otherwise. I based my 90% likelihood of an Obama win on the notion that late deciders break in an unknown manner but in a big...
View ArticleWhy We Should be Impressed by Nate Silver
It is now clear that the calculations Nate Silver made just before the election were a better guide to what was about to happen than Joe Scarborough's gut or the voices in Peggy Noonan's head. This...
View ArticleClik here to view.
The Fiscal Cliff Might Be The Easiest Problem Obama Has To Deal With
President Barack Obama faces lots of issues around the world that pose significant risks to the US economy. The fiscal cliff may actually be the easiest one to deal with if a deal can be struck between...
View ArticleDefending Free Markets: Is Anyone Up to the Challenge?
“I was going to vote for Ron Paul,” one Virginian told our local news station here in Baltimore, “I guess now it’ll be Barack Obama.”He makes about as much sense as anyone during this election.As you...
View ArticleRepublicans Should Prepare For Obama's Ultimatum
An early winter has descended on the northeast, ushered in by a 100 year storm that has left the coastal portions of much of the mid-Atlantic and northeastern states reeling. Our quadrennial...
View ArticleWhy You Should Remember the Fifth of November
As soon as the noose settled around his neck, Guy Fawkes broke free from the hangman and jumped off the scaffolding — guaranteeing a quick drop with a stop sharp enough to break his neck cleanly.Sudden...
View ArticleOne very simple piece of advice
November 7, 2012, Santiago, Chile.There are a lot of things one could say about the election results… but very few things that are worth saying.One point that I absolutely must make is this– after...
View Article5 Reasons Why Obama's Reelection Is Great News For Natural Gas
The President got little support in the natural gas industry and even less in the oil and coal industries. Yet, for the natural gas industry, the re-election of the President brings more good news...
View ArticleGuess?, Inc. Senior Executives Leave to Pursue Other Interests
By Greg Ruel – Senior Research AssociateOn November 1, Guess?, Inc. announced that two of its senior officers were leaving before year’s end to “pursue other interests,” with the news sending shares...
View Article