“Winter Charts” is a series of current financial topics explained in dots, lines, and only a few words –just the right “mix” to concisely convey ideas for critical thinking about investing.

The 10 main macro issues that risk takers and analysts will have to successfully navigate in 2017 (and not all of them are about Donald Trump).

Most corporate executives steered clear as U.S. stocks became increasingly more expensive.

“2016 was perhaps one of the biggest roller-coasters driven by political events”

The new president has an ambitious plan to spend money and cut taxes. Here are a few exchange-traded funds that can provide some ballast for a likely rise in both interest rates and inflation.

Is the oil trade getting ahead of itself?

Forget Trump, J. David Wagner focused on companies too small for most analysts to acknowledge.

2016 was a year of pain and opportunity.