When China Sneezes…

An excerpt from my latest article published at SeekingAlpha.com. Fear is in the air It used to be "when America sneezes, the world catches a cold," but recent market action shows China may be the new snotty-nosed kid on the block. I mean the now-notorious coronavirus. Since its outbreak, the news flow has been frantic … Continue reading When China Sneezes…

Heavy Shoes for the Holidays

I've been asked several times what will cause the next major bear market, what's the proverbial "next shoe to drop?"  In 2018 some thought Bitcoin's collapse would be it and this year some are pointing at passive investing. While I think these issues could exacerbate market swings, that's different from saying they will be the … Continue reading Heavy Shoes for the Holidays

Unpacking Pakistan

An excerpt from my recent article published at SeekingAlpha.com. Pakistan goes back some 5,000 years and has a storied history of assimilating European, Asian, and Arab influences over millennia.  Today, Pakistan has an equally interesting future that should be promising, but it's also debilitated by some serious problems.  In this article, we'll unpack what's right and … Continue reading Unpacking Pakistan

Latest Client Letter

BCM is pleased to share its latest Client Letter with you.  These provide BCM's perspectives on economic and market conditions.  You may access an archive of letters and other content at BCM's website, www.bellwethercm.com. The BCM Team This blog is for informational purposes only. Nothing on this blog represents advice. Investing is inherently risky and involves … Continue reading Latest Client Letter

Latest Client Letter

BCM is pleased to share its latest Client Letter with you.   Client letters provide BCM's perspectives on economic and market conditions.  You may access an archive of letters and other content at BCM's website, http://www.bellwethercm.com. The BCM Team This blog is for informational purposes only. Nothing on this blog constitutes investment, tax, or legal advice. … Continue reading Latest Client Letter