Category Archives: Geopolitics

We Are Stuck! The Moral Hazard of Government Largesse?

As a thoughtful libertarian from the Austrian school of economics I believe governments participation in the economy should be minimal. Limited to creating an equal opportunity playing field for all (not equal outcome) and help set the rules for the pursuit of happiness. I adore

Why Investors Should Care About The Democratic Leadership Race

Super Tuesday March 3 is the big primary kick-off for candidates in the democratic leadership race where about one-third of delegates are decided. With Buttigieg dropping out Sunday night (and Steyer on Saturday), it appears that the motivation was to help Biden on Super Tuesday. DJT

COVID-19 The Black Swan

I’ve read several research reports in the past weeks about the COVID-19 impact on supply chains and the human toll. We are all guessing—educated guesses, but guesses nonetheless. We learn a valuable lesson from Nate Silver’s book The Signal and the Noise about prediction of

Is it Time to Buy Canadian Energy? There are Options

It’s not a surprise that I have been in the camp where traditional energy demand would be replaced by low carbon alternatives over time. The vast majority of people believe that we should do something about climate change (me too!!!). So longer-term, the energy sector

The 2020 US Election Risk is BIG!

We are about 1 year from the 2020 US election. From our view, the market is so focused on US-China trade, it cannot see the forest through the trees. A regime change in the US could have massive market implications that are nowhere near priced