Constructive Postponement

One of my missions at "A Dash" is to find unpopular themes that have investment significance and value.  Often this means challenging the accuracy of the most recent "Wall Street Truthiness." There is a dangerous idea making the rounds, the notion that delay is inherently bad.  Adherents of this viewpoint are winning the sound bite […]

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ETF Update: From Russia, with Oil

Things are looking up for Russia.  The reason?  Energy. Oil prices have been moving higher.  This alone is bullish for many Russian companies. There is also a new factor — the opening of the China pipeline.  I'll look at how to play this important development, but first some background on our approach.   Background Traders […]

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