The evolution of national economies tends to follow a well established pattern. They all start out as mostly agricultural economies. Th...

Is it possible that monetary policy can’t fix all of our economic problems? That was one of my main discussion points with our accounts...

Repeat after me: “The best cure for low commodity prices is low commodity prices.” This mantra isn’t very comforting if that’s mostly be...

In the past few days, I’m being asked more frequently: “What will it take to revive the bull market?” Yesterday’s decline was the fifth ...

The most frequently asked question in my meetings with accounts in recent weeks has been: “What’s your take on China’s economy?” I have...