Month: October 2019

Oct 30

The case for active management in gold and precious metals mining equities

Academics and market watchers alike have long debated the relative merits of active versus passive management. We approach the issue from the perspective of a practical investor, recognizing the need

Oct 27

Geopolitics firmly in the driver’s seat

U.S.-China trade tensions appeared to have eased and the risk of a no-deal Brexit has diminished. Can we take a break from focusing on the impact of geopolitical risks on

Oct 24

It’s not the economy, it’s the credit markets

If you are looking to figure out the direction of the capital markets, don’t focus on the economy, focus on the credit markets, in my opinion. I know, I know.

Oct 21

What’s next for blockchain?

Nearly one in six people worldwide don’t have the physical documentation they need to access healthcare, housing or to vote. But what if our identities were completely digitized and secure?

Oct 18

4 Facts You May Not Know About Why China Has Emerged as a Tech Leader

1. Silicon Valley seems to be increasingly viewing China as a laboratory for future innovation. Google established an AI lab in Beijing in 2017. In 2018, Google formed an alliance

Oct 15

3 things that might surprise you about quality stocks

I made a promise in my last blog post: To continue the conversation on quality stocks by delving into sector, size and cost considerations. Each of these can be subject

Oct 12

SteelPath October MLP update and news

MLP market overview Midstream master limited partnerships (MLPs), as measured by the Alerian MLP Index (AMZ), ended September up 0.7% on a price basis and once distributions are considered. The

Oct 09

U.S. consumers: still an engine of growth

August reinforced the perennial fear of this recovery: insufficient growth. While the economic data has started to stabilize, the global economy, particularly the manufacturing sector, remains fragile. However, for the

Oct 03

Large, liquid and unloved: China’s story runs deeper than trade

Most of what investors hear about China today centers on the trade conflict and technology competition with the U.S. These issues, and the headlines they generate, are unlikely to disappear