Trump and the Carrier Deal

On December 3rd, I spoke with Neil Cavuto, Kennedy and Charles Payne on Fox News concerning President Elect Trump’s action after Carrier, a division of United Technology, announced that it was going to move 2,100 factory jobs to Mexico. The president-elect announced that he would make them keep the jobs in the U.S. The initial claim […]

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Italian Referendum

On December 1st my Cocktail Investing co-Author and fellow Tematica Researcher published a piece on the Italian Referendum for Business Insider which you can read here. We think the market is under-pricing the longer-term impact of this decision and what the likely “no” outcome can mean for the European Union.

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Election 2016 – Personality not Policy

Election 2016 – Personality not Policy

Watching last night’s third and final presidential debate was an experience I’d put somewhere between a root canal and wearing a tight wool sweater in Central Park in July. It seems this year the preponderance of what we hear about Election 2016 is personality, not policy. Bespoke Investment Group recently asked 1,500 households around the U.S. to provide […]

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Clinton good for stocks?

Clinton good for stocks?

On October 14th I spoke with Stuart Varney concerning the impact on investors of a Hillary Clinton win coupled with a Democrat sweep of the House and Senate. While the market index moves so far have indicated a preference for Clinton over Trump, investors aren’t likely to benefit from a Clinton presidency. A Clinton presidency […]

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Foreign Leaders Nervous About Trump

On March 8th I spoke with Neil Cavuto about how many foreign leaders, particularly those in Europe, are getting nervous about Donald Trump’s statements. Living a good portion of my time in Italy I am able to have a richer perspective on how the rest of the world views what is happening in the U.S., and while […]

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Market Movement, Candid on the Candidates & Immigration Crisis

Yes, you read that right! In less than five minutes on with Stuart Varney I managed to discuss the likely next moves for the market, which candidates I think would be best for economic growth and the European immigration crisis… and that was on less than three cups of coffee. Although, to be fair, the […]

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Election 2016

On February 16th, I had the great fortune to spend the morning with Maria Bartiromo on Mornings with Maria. Here we discussed Election 2016 with Hillary Clinton and Bernie Sanders and the dynamics within the political parties. Watch the latest video at video.foxbusiness.com

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GOP Debate Preview

On February 15th I appeared on Mornings with Maria Bartiromo, discussing everything from the Fed’s rate hike, to oil prices to the upcoming GOP Debate. The United States has suffered greatly from the level of contentiousness in DC. Whoever serves in the Oval Office next, whether they be Democrat or Republican, the country will be […]

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