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Latest Insights on SEP

Brexit Rips Apart the Global Economy June 24, 2016 by Jeff Opdyke Global Economy By voting to flee the European Union, the Brits shocked the world … but only because the world wasn't paying attention. Now comes the day after Brexit, and it promises to be worse than the event itself.
Could The Subprime Meltdown Happen Again & What Would it Look Like? June 21, 2016 by Jeff Yastine U.S. Economy After an eight-year hiatus, subprime mortgages are back. Now called non-prime to hide their ugly past, these loans are fueling a brand new housing bubble. What could go wrong?
The Billionaire Bears Club June 14, 2016 by Jeff Yastine 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 by Jeff Opdyke 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 - Spain Europe: What Wall Street Is Missing May 4, 2016 by Jeff Opdyke 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 …

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