I have been watching the run-up in the U.S. stock market very closely this fall and early winter. I was rather puzzled by it as a driver for such a run-up, namely earnings growth, did not seem to be there, or was not being presented. It seemed to me like some over blown speculation that… Read more

I suggest you read the above opinion piece from today’s “New York Times.” I have been trying for the last three plus years to understand the 2016 election, and also the changes occurring in the American electorate. I have bounced around a lot of opinion pieces and articles, even books, but I think this piece… Read more