Growth Investing

After starting the year on a high note, economic worries and uncertainty over the current earnings... Read More

After starting the year on a high note, economic worries and uncertainty over the current earnings season have caused volatility to return to the stock market. As a result, the market for initial... Read More

U.S. debt is skyrocketing with no end in sight. And while the dollar has recently functioned as a short-term safe haven, its long-term fundamentals are deteriorating. #-ad_banner-#To put it in perspective, U.S. public debt in 2000 was $3.4 trillion. That has now more than doubled to $8.6… Read More

In many respects, the auto industry remains in a funk. Industry sales remain well below previous peaks, competition has never been more fierce, and the need to spend heavily to develop future technologies like electric cars are all creating profit headwinds. In that light,… Read More

There are dozens of very large ships plying the global waters that do nothing but ferry dry goods. Think of coal, grain, steel and other such bulk goods. When major nations actively trade these goods, bulk ships are in hot demand and the cost to lease them can surge. But… Read More

In recent weeks and months, we’ve seen a range of companies report solid quarterly results, yet their shares have steadily fallen in sympathy with the broader market. More than a few company executives have grumbled on conference calls that their company’s shares don’t get… Read More

Get ready for the China collapse. Virtually every major media outlet has weighed in with dire reports that the Chinese economic miracle is about to come to an abrupt end. These Chicken Littles note that any strong asset class that looks like a bubble must come crashing down. In the… Read More