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Portfolio Review – August 13, 2015

By |2015-08-14T10:56:26-04:00August 14th, 2015|Categories: Portfolio Review|Tags: , , , |

Our 2015 forecast for the domestic economy appears to be valid and is supporting the current prevailing direction. We were not the most popular forecaster back in 2015, but we did not see the underlying support in [...]

Stir-Frying Stocks: Characterizing the Chinese Stock Market

By |2016-12-01T12:45:22-04:00July 30th, 2015|Categories: Contested Spaces|Tags: , , , |

The tepid response of the Shanghai stock market to the Chinese Communist Party (CCP) stimulus efforts has some American market commentators wondering out loud if this is China’s “1929”. Articles on the average investor’s unknown exposure (and destruction of US [...]

Even Emperors are Dwarfed by the Environment

By |2016-12-01T12:45:22-04:00July 9th, 2015|Categories: Contested Spaces|Tags: , , |

Xuanzong’s Journey to Shu depicts the Tang dynasty Emperor Xuanzong retreating from his capital in Chang’an to Sichuan province during the An Lushan rebellion, ending the golden age of the Tang dynasty’s influence and wealth. The emperor’s train is hard [...]