Major policy changes and higher volatility are now inevitable.
Turn the transition into an opportunity, learn how to avoid taking unmanaged major risks. “The truly unique power of a central bank, after all, is the power to create money,
Insights to Help Craft Your Legacy
Best practices are meant to be shared. That’s why we observe the market and then share our insights on what’s happening, to give you context. We’ve organized every blog into categories, so it’s easier for you to find the answers that matter most to you.
US Negative Net Savings Cripples Investment, Growth, And Value
[et_pb_section fb_built=”1″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.23.1″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″]“We Need To Be Very Careful With Interest Rate Cuts” Thomas Hoenig, Former Federal Reserve
Markets Are’nt Waiting For The End Of The Policy Doom Loop.
Policy has become a short-term expedient support mechanism, which compounds a long-term sovereign debt crisis. There are also a range of other issues that the Fed would rather not discuss.
The Great Unwinding Of The Modern Monetary Theory Delusion
While the post 2009 markets have seemed to be benign over all, the debt “stimulus” looks to reached its limits. The outlook for US investors has become more challenging. Prepare
Epic Failure Of Policy Leaves A Banquet Of Consequences.
If you have been reading this blog, I hope you were prepared for the return of market volatility. This is an accident waiting to happen and it is just getting
US Fiscal Exceptionalism Meets A Dollar Sell Signal
Washington just digs a deeper fiscal hole. Let’s be clear. Excessive deficits are your future taxes, or inflation, or both. Policy Chaos: How U.S. Treasury Is Fighting The Fed |
US Stock Market Extremes Diverge From Economic Trends
US Federal Debt Growth Has Exceeded GDP Growth For 16 years.
Stock market rises to record valuation even as economic growth weakens.
Earnings grow is broadly flat over the
The AI Illusion Disguises Policy Failure
Now we can understand what Warren Buffett is telling us.
It is hard to believe that policy makers can balance everything out indefinitely.
In my view, key allocations to
Flawed Flows Financing Fundamental Fantasies.
Japan has gone further for longer down the Keynesian/MMT policy road. The collapse of the yen shows enduring instability. Investors will start to look at other currencies differently. Developed economies
AI, Passive Investing, And Wall Street Earnings Estimates Are Signaling Red Flags
The AI bubble has now reached an all-time record valuation level just as AI product return results are failing to meet expectations.
Passive Investing has reached a record scale
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