Politics

market crisis

The Perfect Market Storm— Market Crisis and Opportunity Ahead.

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

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2017 Tax Reform Bill

Looking Under the Hood of the 2017 Tax Reform Bill

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

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bond and stock markets

Bond Risk: More Important than Tax Reform, Politics, or the New Fed Chair

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

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Four Reasons Markets Are Crazy and One Way to Prepare for a Correction.

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

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Trump, Biting the Hands that Feed Him? Questions on Fiscal Stimulus

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

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No Accountability for Our National Accounting

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

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Negative Yields and a Bumpy September Ahead?

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

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The Bull & Bear Case of Sideline Cash and Tax Reform—You Be the Judge.

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

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Market History, Market Bubbles

Market History and US Debt, Part III – From Derivatives & LTCM to Dot.Com Bubbles

A Recap Part I of this series set the backdrop of how years of accumulated debt and easy money leads

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Market History

Market History and US Debt Part II—From Nixon to Black Monday.

A Re-Cap In Part I of my little “history of the US markets in four reads,” we looked broadly at

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