I believe in the old saying that 'news follows the tape.'
With Japan joining the United States and the Netherlands in restricting exports of chip technology, battle lines are forming in a key tech sector.
There is considerable value to be found among international names at the moment.
The wheels of change are in motion as global alliances are shifting.
The annual meeting of the Chinese legislature coincides with a once-in-five-years reshuffle of the cabinet, as President Xi Jinping seeks to bring the bureaucracy under his direct control.
These are the emerging markets to target next year, with EM growth set to easily outrun that of the recession-bound developed world.
India is the fastest-growing G20 economy, and despite issues with inflation and jobs, Indian equities have been a top defensive play during this year's global stock selloff.
Risk-oriented investors should consider stepping into emerging and international positions.
The U.S. Commerce Department's tough new rules on semiconductor supply promise to set back China's ambitions to develop its own chip industry.
The factors driving climate change are not easily quantified, or reflected in short-term market moves, though their long-term effects are pretty clear.