Can Japan boost stagnant productivity growth in its service sector? And, what are the implications?
The fall of Facebook has only begun. The platform is broken and neither human nor machine can fix it. Even after losing roughly a third of its market cap, it may still prove one of the great shorts of all time.
The strengthening case for rebalancing portfolios away from the U.S.
The second wave of automation in China is arriving. Will AI reshape China’s service sector?
As Europe approaches an important turning point, equity relative strength appears to be forming a base. Could E.U. stocks be the surprise performers of 2019?
The out-of-favor subsea fiber cable industry is poised for a renaissance boom. How to invest.
The case for rebalancing portfolios toward emerging markets strengthens: “[You] don’t need anything great to happen. You just need a lot of bad things not to happen.”
Natural gas prices could spike this winter on record-low sunspot activity and a “Modoki” El Niño. A “Super Grand Solar Minimum” could take hold by 2020. What are the implications?
We were recently reminded of an old brain teaser.