Economic Analysis

The Blacker Swan

Thoughts from the Frontline

July 3, 2020

“A similar effect is taking place in economic life. I spoke about globalization in Chapter 3; it is here, but it is not all for the good: it creates interlocking fragility, while reducing volatility and giving the appearance of stability. In other words, it creates devastating Black Swans. We have never lived before under the threat of a global collapse. Financial institutions have been merging into a smaller number of very large banks. Almost all banks are now interrelated. So, the financial...

The Real Reason These Stocks Go Parabolic


June 29, 2020

I’ve brought in RiskHedge Chief Trader Justin Spittler to shed some light on a powerful moneymaking force that's sending dozens of stocks to the moon.

A Recession Like No Other

Thoughts from the Frontline

June 26, 2020

We just spent the better part of a decade wondering when the next recession would strike. The last two months we stopped wondering. It’s here and a grand council of esteemed economists has confirmed it.

Would you buy a hated stock?


June 22, 2020

One trade made Baron Rothschild the richest guy on earth... 

Where We Go from Here

Thoughts from the Frontline

June 19, 2020

Predictions are difficult, especially those about the future. That old proverb (often attributed to Yogi Berra) is right but you can’t live without making certain presumptions. You presume your car will start, your refrigerator will stay cold, the lights will turn on when you flip the switch.

This “Anti-Amazon” Is Saving Mom and Pop


June 15, 2020

68-year-old Jan Buerge was days away from losing everything...

The Stumble-Through Economy

Thoughts from the Frontline

June 12, 2020

We are on the horns of a dilemma, caught between the Scylla and Charybdis, a rock and a hard place, the devil and the deep blue sea, the anvil and the hammer. The walls are closing in. We’re in a tight spot.

What happens when cars can “see”?


June 8, 2020

Dairy giant Land O’Lakes recently made history.

COVID-19: A Data-Driven Analysis

Thoughts from the Frontline

June 5, 2020

Should you wear a mask in public? This seemingly simple question immediately generates emotional, political, and social anxiety.

This new tech is the key to reopening America


June 1, 2020

You can’t get through without passing the “heat seeking eye”…