The stock market is ready for a long-deserved break. There’s already been a small consolidation among many brand-name blue chips. PepsiCo, Inc. (PEP), one of my favorite benchmarks, ……Read More
This morning we got news that 162,000 jobs were created in July in the U.S. economy—the worst showing in the past four months. (Source: Bureau ……Read More
If there is one constant in capital markets it’s that the oil business continues to be a good business to be in. West Texas Intermediate (WTI) oil ……Read More
I’m longer-term bullish on China, yet at the same time, when I analyze a Chinese company, especially small-cap stocks, I often find myself wondering if the ……Read More
It is earnings season and corporate numbers are plentiful. Blue chips are mostly reporting decent financial metrics, but I want to address the other side of the ……Read More
Carlo and I went to high school together about 30 years ago. We remained friends after we left school even though we went our separate ……Read More
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