Ryan Kruger and Mike Catalano

Posted January 31, 2007

For the past century, the avocado has been on the center of the table of a historic struggle between protection and free trade, between the United States and Mexico, in a fight that should have ended long ago. The fact that it raged on so long offers clues to our future (I fear) as we struggle to leave the past and refuse to obey a simple law of economics. As a money manager, I believe there is a bumper crop of trades nearby, but as you’ll see – I have a severe bias which I will disclose below.

Posted December 20, 2006

Recent outcry for a ban on payday lenders made me wonder how many of those pointing fingers ever tried to open one of the doors they want to kick down. Have they listened to a customer describe what is on the other side?