Trump and the Carrier Deal

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On December 3rd, I spoke with Neil Cavuto, Kennedy and Charles Payne on Fox News concerning President Elect Trump’s action after Carrier, a division of United Technology, announced that it was going to move 2,100 factory jobs to Mexico. The president-elect announced that he would make them keep the jobs in the U.S. The initial claim […]

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Toronto Sun and the Italian Referendum

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On December 3rd my Cocktail Investing co-Author Chris Versace and I published a piece in the Toronto Sun on the Italian Referendum, which we think is long-term likely to be much more meaningful to the European Union than many realize today.  

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Italian Referendum

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On December 1st my Cocktail Investing co-Author and fellow Tematica Researcher published a piece on the Italian Referendum for Business Insider which you can read here. We think the market is under-pricing the longer-term impact of this decision and what the likely “no” outcome can mean for the European Union.

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What a Trump Presidency means for investors

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Earlier this week I spoke with RT about what the Trump presidency means both in the U.S. and abroad and what it means for investors.

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Election 2016 – Personality not Policy

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Watching last night’s third and final presidential debate was an experience I’d put somewhere between a root canal and wearing a tight wool sweater in Central Park in July. It seems this year the preponderance of what we hear about Election 2016 is personality, not policy. Bespoke Investment Group recently asked 1,500 households around the U.S. to provide […]

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