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…

Impact of the Presidential Election: The 2nd Domino has Fallen

I know this was a very emotional election so, as always, I preface this post by saying that my comments are purely from an objective point of view regarding the impact on the economy and investment markets.  I realize there are many other very important social ramifications beyond just finance but I’ll leave those topics…

Chart of the Week: Trying to Understand the Change in Politics

In the wake of Brexit, I thought the charts below would be helpful in understanding the political changes we’re seeing throughout the world.  They might seem unrelated, but it’s the same story in most of the developed world and it’s all tied together. I’ve had quite a few discussions with people following the Brexit vote and everyone seems…