Latest Insights on SEP
The Billionaire Bears Club June 14, 2016 U.S. Economy The stock market has reached a near-euphoric level of buying enthusiasm, and several billionaires are now selling into the rally. It’s time to follow the money, but not the crowd.
The Danger of the Fed’s Tall Tales June 8, 2016 Gold Don’t believe anything saying a rate hike is on the table in July. It’s not. The U.S. won’t see meaningfully higher rates for many years. The sooner you accept this, the sooner you can avoid financial ruin.
Europe: What Wall Street Is Missing May 4, 2016 Global Economy As the second largest member of the PIIGS pack, Spain was much reviled. But the country has rebounded despite anti-austerity bloviating. So much for Keynesian doomsaying …
Beware the Fed’s Hubris on Inflation April 19, 2016 U.S. Economy The market has grown used to cries of “Deflation!” and dovish Fed speeches. So much so, that early indicators are being ignored. The fact is, inflation is about to blindside Wall Street.
Wage Growth Remains an Issue for Millennials April 5, 2016 U.S. Economy As millennials look to turn the tide of wage growth, weekly initial jobless claims data point to trouble for the U.S. economy. Can the next generation provide investment opportunities?MEET OUR EXPERTS
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