What can energy investors expect from Trump 2.0?

In today’s issue: Things are about to get very interesting indeed for energy investors Can green stocks survive a Trump presidency? What matters more for…

Stock selection vs asset allocation, and the secret third ingredient to better portfolios

In today’s issue: Stock selection vs asset allocation The important concept of “interaction” How to manage sectors and cycles as the cycle turns Question for…

The Primary Political Trend

Big Government was triumphant. And Big Government means big spending, big budgets, big deficits, big debt... and knucklehead, big-shot delusions.