Latest Insights on DERM
The Red Dragon Roars While the Fed Waits
April 6, 2016 Global Economy
Despite much hand-wringing in the media, the economy is turning up again. While the Fed seems out of touch with economic data, China has emerged as the only adult in the room. The Fed Needs to Get a Clue
March 25, 2016 Trading Strategies
The Fed is dithering on interest rates, and the days of solid returns on Treasurys, municipal bonds and CDs aren’t likely to return anytime soon, if ever. But that doesn’t mean you’re out of luck… P2P Lending: The Seed That May Destroy “Too Big to Fail”
March 7, 2016 U.S. Economy
With the political clout to write its own rules, Wall Street is doing what it has always done … with expected results. But P2P lending is sowing the seeds that could bring it all tumbling down. Japan Is Our Future: Is Gold the Solution?
February 16, 2016 Global Economy
Central banks around the world have thrown everything at the economy. Unconventional monetary measures, quantitative easing, near-zero interest rates and yet … here we are. The plan has failed. Welcome to Japan 2.0. A Modest Proposal to Save the World
February 4, 2016 Global Economy
The strength of the dollar is causing trouble for the U.S. jobs market and for the entire global commodities market. There’s only one thing to do to end the chaos: Kill the U.S. dollar.