2016: A Year of Reckoning, But Possibly Not as Painful For The Prepared
I've been on the road meeting clients, ex-clients and friends and will have more to report after the holidays. But wanted to flag some takeaways...
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Fosun International: Another Sell Off
Following the disappearance of the company's chairman Guo, Fosun International's shares were suspended from trading on Friday.  The stock price...
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Fosun International:Â Fear Creates Opportunity for This Conglomerate
My observation of China leads me to be bullish only in select circumstances. Â China's economic slowdown has driven other countries to slowed...
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The Outlook for Copper Prices Is Worse than Most Think
The outlook for copper prices is worse than most think. Battered copper mining stocks may now screen as cheap, but we see further...
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E&P Financial Health: Better Than You Think. Liquidity Reserves Will See Most Firms Through Downturn
The precipitous slide in oil prices since fall 2014 has eroded the financial health of most exploration and production, or E&P, firms. Natural...
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