Health Care: The Big Data Revolution

The_big_data_revolution_in_healthcare - Copy Big Data is the  a Big Theme.  However, too much attention is placed on how Amazon will makes us better shoppers.  It's tranformational value -- boosting productivity -- will come when applied to solve more important economic problems.  Big Data will play a Big role in health care -- lowering costs and [...]

US Equities: Small Caps Will Outperform

US Small Cap stocks have underperformed since February as doubts about the Trump agenda have grown.  However, smaller firms will benefit most from US tax reforms as there tax rates are higher than average.  Also, small caps are more domestically oriented, and   will benefit from the stronger US dollar I expect during the next six [...]

European Politics: Berlin, Florence & Brexit

26 September 2017 Despite Europe’s recent economic upswing, Germany’s election result provides a stark reminder of the region’s political discontent in the aftermath of the Euro crisis, protracted unemployment, and increasing income inequality.   Following the disappointing elections, can Chancellor Merkel and French President Macron produce the domestic and EU reforms needed to produce European prosperity? [...]