Latest Insights on SNE
Inflation: Blowing Up the Dollar
December 6, 2016 Investment OpportunitiesNo one talks much about inflation anymore. But if you’re completely in cash, you’ll lose it bit by bit, a little one year, a lot in others. And it’s all because of inflation.
The Negative Rates Setup
December 3, 2016 U.S. EconomyWall Street expects a rate hike this month. But we’ve been there and done that. Of the four promised 2016 hikes, we’ve seen zero ... but is the economy really ready for one now?
Inflation: The Most Dangerous Chinese Export
November 1, 2016 Global EconomyThere’s a new pattern emerging that’s going to change the economic ballgame. It’s called inflation, and while it’s been absent in recent years, it’s gaining a troubling foothold in China.
Basic Income Will Kill the Economy
August 24, 2016 U.S. EconomyIn a world where machines can make perfect burgers, there’s no need for $15-an-hour burger flippers. But the solution, basic income, is more science fiction than fact.
The Need for Yield in a Recession: What Does That Mean for Us?
August 5, 2016 U.S. EconomyThe U.S. economy limped along in the second quarter solely on consumer strength. Will that strength return for the third quarter and avoid a recession? Don’t hold your breath.