Contributor Reports

Here’s Why Europe Is in for a Tough Winter

Is This The Golden Age of Event-Driven Strategies?

Our Bearish Conviction is Even Higher

Why Weather Will Be the Greatest Disruptor

How Russia Blew a Big Hole in the Oil Market

Understanding Volatility

The Glowing Promise of the Uranium Trade

Inflation Is Hotter Than It’s Ever Been

On a Tightrope and a Slowing Economy

Work from Home a Win for Employees and Employers

Are Market Indicators Predicting a Recession?

Beating Inflation Through Capital-Light Businesses

Housing Market Update: Savagely Unhealthy

The Business Cycle and the Secular Trend

Say Hello to the Pizza Pie Portfolio

Inflation Will Bring a Bear Market–Not Recession

What Happens When the Fed Tightens

War Will Help End the Secular Stagnation Era

Expect More Pressure on Low Yield/No Yield Assets

Finding New Ways to Do Business in Industry 4.0

Are We Already in an Energy Crisis?

5 Ways Inflation Could Stop & Why it Likely Won’t

Cognitive Dissonance: A Wild U.S. Treasury Market

Wealth Is Soaring: But Why Are Investors Stressed?