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August 22, 2013 22 Aug 2013 | 08:47 pm
In past letters, we have provided our analysis on the Canadian and U.S. energy sectors. This week we focus on energy developments in a third country. This development may change the way we look at e...
August 15, 2013 16 Aug 2013 | 02:15 am
Lack of Price Transparency Drives Profits for U.S. Health Care Industry — and Patients — to Foreign Hospitals All of us have benefitted from Moore’s Law — which expresses the relentless rise in compu...
August 8, 2013 9 Aug 2013 | 01:25 am
Beijing Begins Promoting Private Investment to Ease Strains on Local Government Financing Two weeks ago, in commenting on the fragile state of China’s local governments’ finances, we noted that the c...
August 1, 2013 5 Aug 2013 | 08:54 pm
Declining Profits, Fines, and Regulatory Pressure Are Encouraging Big Banks to Forget Commodities After the banking reforms of the Depression era, U.S. regulators spent much of the 20th century const...
July 25, 2013 26 Jul 2013 | 04:08 am
Why 7 Percent Doesn’t Bother Us We don’t recommend driving 85 on the highway. Nevertheless, we observe that after you’ve driven 85 for a while, 55 can feel like a crawl. This observation applies to...
July 18, 2013 19 Jul 2013 | 03:01 am
UPGRADE YOUR SUBSCRIPTION TODAY TO OBTAIN FULL ACCESS. The U.S. Market is Fundamentally and Technically Strong In the last couple of weeks, the Dow Jones Industrial Average got a buy signal from th....
July 11, 2013 12 Jul 2013 | 02:38 am
WE MADE A NEW RECOMMENDATION TODAY. UPGRADE YOUR SUBSCRIPTION TODAY TO OBTAIN FULL ACCESS. QE: Is The End In Sight? Good News for the Economy, But Bonds Take a Beating For six weeks, the Federal.....
July 3, 2013 3 Jul 2013 | 07:49 pm
Indonesia Takes Some Bitter Medicine Two weeks ago the government of Indonesia acted to reduce the weight of one of its most troublesome holdovers from the Suharto era. President Susilo Bambang Yudh...
June 27, 2013 28 Jun 2013 | 02:46 am
This week’s Premium Global Market Summary goes into great detail on what the markets have told us, discusses interest rates, and we provide an analysis of gold. UPGRADE YOUR SUBSCRIPTION TODAY TO O....
June 20, 2013 20 Jun 2013 | 07:48 pm
We will be announcing our next conference call in the coming weeks. Don’t miss out on our next conference call and upgrade your subscription today. The Monterey Shale — Potential Economic Engine ...
