Latest Insights on SPI
The Market’s Mirage of Higher Wages April 26, 2016 U.S. Economy Profits have been falling for some time, and yet wages are rising across the U.S. The situation is untenable, and Wall Street is eventually going to see through this mirage.
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.
Don’t Buy the Panama Papers Panic April 18, 2016 Government & Politics When it comes to the Panama Papers scandal, the media is tilting at windmills … targeting the wrong people for the wrong issues. But there are real issues here. Don’t be fooled by the smokescreen.
Revisiting Adam Smith’s Free Market: Is The System Rigged for Collusion? April 11, 2016 U.S. Economy Adam Smith is a favorite of free market advocates, but many only hear what they want and ignore the rest. With the free market far from free, it’s time to ask, “What would Adam Smith do?”
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.





