Archives for December, 2014

The 5 Phases of Bitcoin Adoption

  The 5 Phases of Bitcoin Adoption What will it take for Bitcoin to gain broad adoption and become the foundation of a new global financial system? Worth Wray sat down with Barry Silbert, founder of the Bitcoin Investment Trust, to discuss. As one the most active venture capitalists in the industry (with investments in […]

Read the rest of this entry »

Make No Mistake, the Oil Slump Is Going to Hurt the US Too

If you only paid attention to the mainstream media, you’d be forgiven for thinking that the US is going to get away from the collapse in oil prices scot free. According to popular belief, America is even going to be a net winner from cheaper oil prices, because they will act like a tax cut […]

Read the rest of this entry »

The Ideal Year-End Portfolio Fix

Some years back, my wife and I embarked on a cross-country trip in our first motor home. Driving a 40-foot bus was a bit frightening at first. I was poking along in the center lane of I-75 and big tractor-trailers were whizzing past me. The bus came with a Citizens Band radio. I tuned in […]

Read the rest of this entry »

Outside the Box: The Burning Questions For 2015

  Louis Gave is one of my favorite investment and economic thinkers, besides being a good friend and an all-around fun guy. When he and his father Charles and the well-known European journalist Anatole Kaletsky decided to form Gavekal some 15 years ago, Louis moved to Hong Kong, as they felt that Asia and especially […]

Read the rest of this entry »

Things That Make You Go Hmmm: Signing Off

  On Christmas Eve 1979, 27 days before I became a teenager, in a surburban street in Moseley in Britain’s West Midlands, a group of musicians put the finishing touches on their debut album. The musicians — Brian Travers, Astro, James Brown (no, not that one), Earl Falconer, Norman Hassan, Mickey Virtue, and twins Ali […]

Read the rest of this entry »

Why Russia Will Halt the Ruble’s Slide and Keep Pumping Oil

The harsh reality is that U.S. shale fields have much more to fear from plummeting oil prices than the Russians, since their costs of production are much higher, says Marin Katusa, author of The Colder War: How the Global Energy Trade Slipped from America’s Grasp. Russia’s ruble may have strengthened sharply Wednesday, but it’s plunge […]

Read the rest of this entry »

Five Rare Birds Sing a Wise Tune

In the spirit of the holidays, I’m sharing a happy truth: many people do, in fact, retire rich. Who are these rare birds and what can they teach us? Rich Retire #1—The Pension Holder. If you have a large pension in 2014, you likely are or were a government employee. Many government workers receive pensions […]

Read the rest of this entry »

For Traders and Asset Managers, Puerto Rico’s Tax Incentives Are a No-Brainer

Whenever I see the words “life-changing opportunity” or something like that, I immediately dismiss it as a lame gimmick or hyperbole. And while I am truly reluctant to use those often misused words, I can honestly think of no better way to describe Puerto Rico’s tax incentives for traders, hedge funds, private equity firms, and […]

Read the rest of this entry »

Thoughts from the Frontline: Oil, Employment, and Growth

  Last week we started a series of letters on the topics I think we need to research in depth as we try to peer into the future and think about how 2015 will unfold. In forecasting US growth, I wrote that we really need to understand the relationships between the boom in energy production […]

Read the rest of this entry »

German Chancellor Merkel Won’t Let Ukraine Get in the Way of Business

The Ukraine crisis has moderated for now, but it should have awakened the world to the new “great game” being played in Eastern Europe. Vladimir Putin is positioning Russia to control the global energy trade, knowing that he holds the trump card: Europe’s dependence on Russian oil and gas. This epic struggle between the US […]

Read the rest of this entry »

Page 1 of 3:1 2 3 »
s2Member®