Editorial

Don’t Buy Another Growth Stock Until You’ve Seen This

February 7, 2018

BY OLIVIER GARRET

Investing has been all about growth over the past year. Investors are obsessed with the ‘G’ word.

In contrast, the art of uncovering value has been largely forgotten. Value stocks are massively out of favor. Concepts such as “margin of safety” and “book value” are being…

FAANG Executives Selling Their Stock Is a Warning Signal

December 27, 2017

BY JARED DILLIAN

Nobody has a better insight into the future prospects of a company than its top-tier employees.

Executives will always boast about their businesses, but it’s what they do with their own money that really matters.

I’m talking about insider trading.

Not the illegal kind, but…

3 Maps of South America That Explain Its Geopolitics

December 8, 2017

BY GEORGE FRIEDMAN

From a purely geographic viewpoint, what makes South America stand out as a distinct region is that the continent resembles a large island.

Massive oceans physically separate the continent from other regions in the world by great distances. Mexico, Central America, and the…

4 Political Maps of Europe That Explain Its Geopolitics

December 1, 2017

BY GEORGE FRIEDMAN

The European Peninsula extends from Portugal and Britain in the west to Russia in the east. It stretches between the Mediterranean and Black seas in the south to the North Sea and Baltic Sea.

Access to rivers, the Mediterranean, and the North Atlantic has allowed…

The Bitcoin Bubble Explained in 4 Charts

November 13, 2017

BY JAKE WEBER

Cryptocurrencies have surely been the best-performing asset class of 2017.

The crown jewel of the crypto world Bitcoin has run up over 604% year to date. But that pales in comparison to Ethereum’s 3,562% gain this year.

Naturally, these sorts of monstrous returns in such a…