Investment Management Archives | Page 4 of 12

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

This is probably the most excessive relative overvaluation of equities in US financial history, certainly in the last forty years, even greater than during the dot-com bubble, following which the S&P halved. Passive investors in high-risk assets need to recognize that this is an investment sea change. It would best to adopt Best Investor standards as soon as you can.

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 |