MARKETS seem eerily calm, even as China continues to report thousands of new confirmed cases of coronavirus infections, or Covid-19, every day. The disease has spread to more than 20 countries...
IN my last article, I showed that for the past 30 years or so, stock market outperformance has rotated from one region to another every six to ten years. On a three-year rolling basis, US markets...
DIFFERENT competing forces are constantly at play. Depending on which force has the upper hand, the world will move in that direction.