The reason, during every political season, that politicians play the protectionism card is because it works. Honestly, you don’t have to be a businessperson who sources from, and sells to, other nations to understand that our relationships with fellow humans in other countries are essential to our own peace and prosperity. You simply have to […]

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Here’s a snapshot of my morning snack (too many of each actually): The almond was grown right here in California, the cashew was grown in India. Thus, international trade made my morning a bit more interesting and certainly — in that I love cashews — more satisfying. Here would’ve been my morning snack without trade: […]

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Recently I shared that I have no affinity for either major party candidate currently running for the U.S. presidency. The displays from both since have done nothing to dissuade that sentiment (probably exacerbated it). Plus, there’s virtually nothing that either has credibly presented that I believe would be supportive of the financial markets or the economy […]

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If you happened to be listening to Bloomberg Radio Wednesday afternoon you heard Axiom Capital Management’s Gordon Johnson offer his view of markets and the economy. And, therefore, if you’re the least bit impressionable, you might attribute the recent rally in commodity-based stocks to “expectations of stimulus” from the world’s central banks in response to […]

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