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Are equities overvalued?

Dear Travis, Yes, I know, your answer – or your question to my question – is which equities? But there has been no shortage of commentary by some fairly astute people – Robert Shiller, for example, who has won this year’s Nobel Prize in Economics – stating in no uncertain terms that U.S. equities are […]

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On Casey: "March 31, 2018: New Legal Ruling Will Send Gold Higher Than Bitcoin"
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I was interested to read last week that, even as Larry Summers, Christine Lagarde, the World Bank, et. al. were urging the Fed not to raise interest rates for fear of sparking an emerging markets panic, several emerging markets finance ministers (Indonesia[...]
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I like AROFF. Years ago I worked in South Africa with Francis Daniels, who is the Africa Opportunity Fund's Chief Investment Officer. Francis, a U.S.- and U.K.-educated Ghanaian, is fiercely intelligent, market-savvy, and possessed of high integrity. It's [...]

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