The International Monetary Fund has included the Chinese renminbi in the Special Drawing Right, with a weighting that’s the third largest after the dollar and the euro, but ahead of the yen and sterling. A PriceWaterhouseCoopers projection, which is quite conservative about future growth rates, puts China’s 2050 GDP at… Read More
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Some heartland U.S. cities’ economies are heating up, finally. Read More
Mobile apps are primed for continued strong growth in the year ahead. That’s because mobile is now the leading digital platform for media and communications. Smartphone penetration in the U.S. has reached 80%, while nearly 90% of all Millennials have their smartphones with them at all times.Total activity on smartphones… Read More
I am adding Workday (WDAY), one of the main beneficiaries of the cloud software megatrend, to the Next Wave Portfolio. Read More
The week of December 21, 2015 promises to be significant for our “EBIS” and “Trading” portfolios as last week’s action in the markets shook things up a bit. Read More
It looks like a lot of investors aren’t sure what to do these days, with the stock market gyrating widely as a result of the Fed’s interest rate hike last week. But that’s okay with us, since heightened volatility has a tendency to create buying opportunities in companies that all… Read More
Regional banks like Access National offer investors an attractive, lower-risk alternative to the money-center banks that continue to invest in black-box derivative products. Read More
Not all that much right now. Read More
Don’t blame the resurgent dollar for a slump caused by the global production glut. Plus: Capital Punishment Unwarranted Read More
The midstream bellwether is struggling after slashing the dividend but its problems are hardly unique. Read More
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