Carl Icahn declares end to 'socialism' in U.S. - Jan. 23, 2017
Carl Icahn declares end to 'socialism' in U.S by Paul R. La Monica @lamonicabuzz January 23, 2017: 11:09 AM ET Your video will play in 00:17 Legendary investor Carl Icahn, a vocal supporter of…
My Black Swan- the unintended consequences of Trumponomics
The Republicans and Trump seem to be gathering momentum to pass broad sweeping economic change. Here's the unintended consequences 1.Border adjustment tax- something will have to placate the budget…
Will France Sound the Death Knell for Social Democracy? - The New York Times
Le Pen promises that if she wins the presidential election, she, too, will call for a referendum on whether France should remain in the E.U., and she hopes a similar alliance of voters will yield the…
Pictures From Women’s Marches on Every Continent - The New York Times
Crowds in hundreds of cities around the world gathered Saturday in conjunction with the Women’s March on Washington. Source: Pictures From Women’s Marches on Every Continent - The New York Times
Euro Outlook for 2017 | Fortune.com
COMMENTARY euro Why 2017 Could See the Collapse of the Euro Joseph E. Stiglitz Updated: Dec 30, 2016 1:55 PM MST Europe has not been doing well. Just this year, GDP per capita for the Eurozone as a…
Boosted by Trump, Europe’s Antiestablishment Unites - WSJ
I can't imagine how this will end well. It took overwhelming intervention by the ECB in 2011 to prevent a market melt down over anxiety of European bank exposure to southern countries,…
Gold Can Shine in Uneasy World - Barron's
Gold is starting to regain its luster in the new year, reversing a long string of losses following the U.S. presidential election. The precious metal came under pressure after the election of Donald…
2017 Roundtable, Part 2: Manual for a Mixed-Up Market - Barron's
Gundlach: It yields 4.1%. If you combine PPT and BKLN, you’ll have a 5%-plus yield and little interest-rate risk. Your total return for the year could be as high as 7% or 7.5%. Next, like Felix, I…
When hedge fund managers and capital allocators get together
I recently attended a two day workshop in San Francisco. Here are Notes from Cap Intro West Art of Capital Raising David Kim from Apex partners is a sharp West Point Harvard B school graduate that…
Rising Interest Rates Are a Boon to Precious Metals
Source: Rising Interest Rates Are a Boon to Precious Metals