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

Another Recap In Parts I-III of this blog primer in US markets, we’ve tracked how easy money from an errant

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

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

Market History  I’ve been wandering through University towns in France. It’s summer, the south, and very few students meandering about.

 Feeling Crazy? Today’s broken markets consist of “healthy” commercial banks, a delusional central bank, a disruptive US President, a fractured

An Honest Banker. As we head into July and more calm before the Fed-induced market storm, I’ve got to give

Once Upon a Time: Fed Guidance and Fairytale Markets. Ever since the ABS humpty-dumpty market fell off the wall in

The Buzz about Tax Cuts Will the Trump tax cuts (which are already priced into this rising market) keep markets