The 5 Most Important People in the Eurozone Crisis

It’s all about Europe. With earnings season largely over and the United States distracted by the upcoming presidential election, the only news likely to move the markets over the next month will be coming out of Europe.

Late this week, […] Continue Reading…

Three European Stocks to Avoid

Long-time readers are familiar with my shtick on European stocks: many of the best plays on the rise of the emerging market consumer are to be found in boring, prosaic European blue chips.  Switzerland’s Nestle ($NSRGY), the British-Dutch Unilever […] Continue Reading…

Investment Insights from a Peruvian Beach

The problem with taking a vacation is that, alas, you eventually have to come home. And given the ubiquity of smart phones and wifi access, you’re never really “away” to begin with.

This is good and bad, of course. When […] Continue Reading…

American Virility

You really never know where a conversation on demographic trends will sprout up.

I recall a conversation I had nearly a decade ago in a London pub with some Italian classmates from my graduate program at the London School of […] Continue Reading…

Get Ready for Food Crisis Part II

If the definition of insanity is doing the same thing over and over again and expecting different results, then Congress and the Administration must both be stark raving mad.

It was just four years ago that the world found itself […] Continue Reading…