Trade Reality Sets In for Equity Investors, Utilities Seen as Good Bet in February

This adage is worth recalling in February as U.S. President Donald Trump moves forward with replacing multinational trade alliances with a string of bilateral agreements. There are merits to his view and he comes by them honestly, but actions have consequences — especially when success means the world earns less and, if a U.S. trade surplus results, the world becomes a net exporter of income to the U.S. The world is unlikely to appreciate such a turn and will react in the best interests of its domestic politics .

Financial Stocks Likely to Post Strong Performance in February

Looking for gains in financials in February? Pay attention to the speed and size of economic growth, higher interest rates and increased trade friction, analysts say. Financial stocks look set to resume their gains in February, following a month in which two of the largest U.S. banks, JPMorgan Chase and Goldman Sachs , helped drive the Dow Jones Industrial Average to record highs.

Ben Cross

Ben cross is a contributor to RealMoney Pro as a commodity specialist and is also a senior advisor to Panidion mine finance fund. Prior to this Cross spent over 20 years in the Morgan Stanley commodity group as a managing director and global head of metals sales and trading and head of commodity hedge fund sales.

White Supremacy In The White House

How odd the role of ideas has become in the new administration! How peculiar they match the logic and reasons used to express the myths and world views of white supremacists and are now given a vital role in the US conduct of international affairs. How strange that no one seems to recognize their basic flaw: the idea of security is used to defeat the freedom it is supposed to protect! This subversive logic is a mainstay of groups and thinkers grounded in the historic notion of the heritage of European superiority.