The Unwind of Globalization

There have been a lot of people pushing back lately on some of President Trump’s trade policy proposals, stating that it will be bad for business to impose tariffs or renegotiate trade agreements.  I find this amusing because that’s pretty self-explanatory.  However, most of the people I hear pushing back in a public forum seem…

The Future of Europe

I haven’t chimed in with my two cents on Greece yet but I figured you might be wondering what I think, and more importantly, how it might affect investment markets.  It’s no secret that I’ve been pretty critical of the Eurozone the past few years.  A monetary union without a fiscal union just cannot work…