The “X Factor”: Exposure to China Me-thinks an instant investing line has popped up in the wake of unprecedented stock market volatility the last 2 weeks: the way to play this market going forward is to suss out individual companies’ China exposure. In a nutshell, here’s the thesis: Lots of China exposure = bad. Minimal...Read More
The Goldilocks Market “Twin Cities Home Prices Best Predictor of U.S. Trends” —headline; U.S. News & World Report (7/30/2014) Call it the “Ohio” of the U.S. housing market. Just as Ohio voters seemingly choose the President every four years (or have, at least every election since 1964), according to Trulia, the Twin Cities housing market...Read More
“Surge” or “Stay the Course?” Depleted and demoralized by the huge sums it has already spent (and arguably squandered) trying to stabilize a still-hostile environment, the U.S. must decide its next move. The three choices are to: 1) double down (“surge”); 2) “stay the course”; or 3) declare victory and get out. U.S. forces in...Read More
