Latest Insights on BOOM
Has the Fed Lost Control of Interest Rates?
June 12, 2017 U.S. Economy
We expect 10-year yields to move higher when the Fed raises short-term interest rates. But nothing seems to be normal in the current economy. The Other Infrastructure Boom
June 6, 2017 Global Economy
We spill a lot of ink in this country about the huge amounts of money that might be spent on improving our infrastructure — but we’re missing the bigger picture. The Next Big Thing: Lightning in a Bottle
May 24, 2017 Investment Opportunities
Australia might be known as the Land Down Under, but these days another nickname might apply … like “the Blackouts Down Under.” How the Volkswagen Scandal Created an Unusual Bull Market
May 23, 2017 Precious Metals
In 2016, diesel vehicles sales fell to their lowest volume in seven years. That led to an unexpected bull market … in palladium. This Bubble Will Pop Soon
May 11, 2017 Global Economy
As you are aware, we are in the midst of the biggest stock bubble in American history. In all probability, it is the biggest stock bubble in human history.