Are Emerging Markets Toast?

Written by John Coumarianos | Aug, 16, 2018

Domestic stocks outperformed international stocks for a long time. On a year-to-date basis, the S&P 500 Index was up more than 6% through July, while the MSCI EAFE Index was…

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Boiling A Turkey

Written by Lance Roberts | Aug, 16, 2018

There is an age old fable describing a frog being slowly boiled alive. The premise is that if a frog is put suddenly into boiling water, it will try and save…

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Wicksell’s Elegant Model

Written by Michael Lebowitz | Aug, 15, 2018

“It’s unbelievable how much you don’t know about the game you’ve been playing all your life.” – Mickey Mantle The word discipline has two closely related applications. Discipline may refer to…

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Why Turkey’s Bubble Economy Is About To Pop

Written by Jesse Colombo | Aug, 13, 2018

Though Turkey’s financial markets have been struggling since the start of this year, the country’s currency and government bonds have been in an all-out freefall in the past week. A…

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Have Tariffs Worked as Planned? – Part 2

Written by Peter Cook | Aug, 13, 2018

“Peter Cook is the author of the ‘Is That True?’ series of articles, which help explain the many statements and theories circulating in the mainstream financial media often presented as “truths.”…

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