Latest Insights on PAY
The Battle for Bonds
December 28, 2016 U.S. EconomyStocks have reached stupid valuations, and bonds are under assault from Fed rate hikes. So, here we are, at a point in history when down is far more likely for each than up.
Farming the Internet of Things (IoT)
December 27, 2016 Investment OpportunitiesFew industries are better suited for the IoT than agriculture. The soil data alone can be invaluable. Not surprisingly, big agriculture companies smell opportunity in the wind.
When Quality of Life Collapses on Society
December 26, 2016 Offshore LivingQuality of life isn’t fixed in stone. Damaged societies can reform themselves. Thriving societies can fall apart. The question to ask is this: In which direction is your society heading?
Preparing for the New Trump Economy
December 21, 2016 U.S. EconomySo many promises and threats are waiting to either unfold or fizzle. Which Donald Trump will show up to his first day on the job? Wall Street's directional future depends on that answer.
OP-ED: The Fed’s Debt & Traditional Yields Are Just The Beginning
December 15, 2016 Investment OpportunitiesThe latest rate hike may appear to bring traditional yield assets back into the mainstream. But the Fed has a debt problem, so don’t get your hopes up.