by Erik Kobayashi-Solomon | Jan 15, 2017 | Commentary
The following is an excerpt from the report mentioned in the video. Please consider taking a complementary IOI membership to read the entire report. During a Charlie Rose interview, Bridgewater Associates’ founder Ray Dalio made the comment that he didn’t get paid for...
by Joe Miramonti | Jan 6, 2017 | Commentary
In December we penned an article and wrote a members-only white paper on the investing implications of the Trump presidency. Regardless of one’s political leanings, we believe that the implied policy changes of the incoming administration warranted a look....
by Erik Kobayashi-Solomon | Dec 17, 2016 | Research
Over the last three weeks, IOI Members have participated in conference calls discussing the implications of President-elect Trump’s policies and approach to governance on the investing environment. This is in conjunction with the special research report we...
by Erik Kobayashi-Solomon | Dec 7, 2016 | Commentary
Executive Overview The President-elect’s trade strategy, focused on bringing back manufacturing jobs to the US is, we believe, a reflection of our “instant gratification” culture. Some workers may receive a boost in the short-term, but the long-term...
by Erik Kobayashi-Solomon | Dec 1, 2016 | Commentary
Those who have followed my research for a while, know that I am usually dismissive about macroeconomic and political events (for evidence, see my Forbes articles Surviving and Thriving When Markets Drop, Don’t Sweat the Fed, and Five Steps to Reducing Market Risk)....
