Politics

Below, we continue our analysis of US debt and rising yields. More Pork… I’ve been watching the waves lately, but

  Below, we look at the TRUMP DOW and employment numbers and place them in a context of data rather

Market Crisis Below, we look at the convergence of Quantitative Tightening, pending US Treasury debt expansion and a long-in-the-tooth business

2017 Tax Reform Bill Below we look at the 2017 tax reform bill passed this week. As we quickly discover, it’s pretty

Bond Risk Bond markets and bond risk are far more relevant today than worrying about politics, tax reform, the next

Markets Are Crazy ! Below, we’ll examine four reasons that markets are crazy and how YOU can prepare for even

Fiscal Stimulus  Below, we look at the odds of a meaningful fiscal stimulus, debt ceiling solution or a budget and

National Accounting: Making Money in Debt-Driven Markets—Market Crisis or Not As markets continue to make new highs on the back

Negative Yields: The Cruelest Month T.S. Elliot described April as the cruelest month, but if one slides from poetry to

Hats Off to the Bulls—For Now At Least… So we live in a post-08 market that only goes up and