CIO INSIGHTS

254 RESULTS

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  A YEAR-END THOUGHT 12-31-2015

  This week, my college basketball team visited southern California, and I was lucky enough to spend some time with them over the past few days. I ...

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  PATH TO PROGRESS 12-08-2015

  Zimbabwe is a country of 14 million people. I've never been there, and I can't recall if I've ever met anyone from there, but I'm sure that the vast ...

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  O PAIS DO FUTURO 11-30-2015

  Charles de Gaulle (photobelow)imperious, disdainful, utterly French (and venerated for it in France)noted 50 years ago that "Brazil was the country of ...

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  UNDER MY THUMB 11-20-2015

  As Mick Jagger sang (screeched?) 50 years ago. The song was about turning the tables on a domineering woman (The girl who once had me down).A bit ...

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  FAIRY TALES 11-19-2015

  The technology bubble of the late 1990s is a distant memory for most investors, and an ignorance for the rest. ...

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  PATRICIA 10-23-2015

  It's another beautiful day in Santa Monica: blue skies, a few high wisps of stratus clouds. But 1500 miles south of here is the strongest hurricane ...

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  I'M SWISS 10-13-2015

  No question, this has been a challenging year. Virtually every financial asset class is struggling. Stocks are down, bonds are down, gold is down, oil ...

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  URSA MINOR 10-02-2015

  The bears are stirring. Not yet rampaging, but there's a lot of red ink across most markets.Today's jobs report was weak. No honey-coating it, it was ...

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  3RD QUARTER 2015 - GO WEST (AND EAST, NORTH AND SOUTH) 10-01-2015

  Humans have inhabited the earth for what is a mere blink of the eye. The Universe was formed around 13 Â billion years ago, the Earth 7 billion ...

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  YOGI 09-24-2015

  Baseball, more than any other sport, by far, has drawn its share of colorful characters. I don't know why that is, but it is.This week, we lost one of ...

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  DROP (IN THE BUCKET) 09-15-2015

  Markets will fluctuate, as Pierpont Morgan caustically observed. And "fluctuate" means down as well as up. Perhaps I, too, am being caustically ...

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  MAULED 09-11-2015

  Investors in Emerging Markets could be forgiven for feeling as if they've gone 15 rounds with Ronda Rousey (see below). Or, more like 3 years with ...

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  JOBS 09-04-2015

  Markets have taken today's employment release as evidence of a weakeningjobs market. A mere 173,000 net new jobs were added in August, below the ...

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  PICKING UP THE PACE 08-28-2015

  Lost amidst the market turmoil this week were a number of reports of a strengthening US economy. Consumer confidence soared last month, as did new ...

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  JOLT 08-25-2015

  Two weeks ago (13 August, No Panic (Yet)) I noted that the renminbi devaluation was officially described as a modest alignment with market forces, ...

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  LAND OF BORAT 08-20-2015

  I probably should not confess to enjoying Borat (full title:Borat: Cultural Learnings of America for Make Benefit Glorious Nation of Kazakhstan), 86 ...

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  NO PANIC (YET) 08-13-2015

  Earlier this week, China devalued its currency 1.9% against the US dollar. On one level, this is not a big deal. China's currency has been ...

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  CRIMINALS IN DIAPERS 08-05-2015

  Japan grew from the (literal) ashes of the Second World War to become the second largest economy in the world by creating products we all wanted. Some ...

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  DRY HOLE 07-29-2015

  Southern California just had the wettest July on record, the Angels were rained out of a home game for the first time in 20 years, and we're all ...

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  HOT BIDDING 07-27-2015

  The housing recovery, from its worst downturn since at least the 1930s, has been steady, but much less robust than most had expected. There are many ...

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  PLUNGING 07-24-2015

  Commodity prices are in free fall. The Bloomberg Commodity Price Index (5-year chart below) is off about 30% in the last year. Gold is dropping toward ...

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  WILD, WILD EAST 07-13-2015

  The central planners in Beijing have gotten so much right for the past three decades, that they might be forgiven for believing in their own ...

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  ??? 07-06-2015

  I'm not sure why the pundits were predicting the Greeks would volunteer to walk meekly to their certain ruin, but the vote yesterday apparently ...

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  2ND QUARTER 2015 - CLOSE HAUL 07-01-2015

  Sailing has been an inextricable companion of human development and civilization. Artifacts over 7,000 years old contain pictures of sail boats, more ...

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