Latest Insights on RUN
It’s Too Late to Rescue Wall Street September 28, 2016 U.S. Economy Can you inflate a balloon by taking out the air? The answer is obvious. And, yet, Wall Street is rising (to rarefied levels) even as money is flowing out. How can this be?
The Leading Edge of the Dollar Hurricane September 7, 2016 Currency U.S. exports are down nearly $64 billion so far this year, and yet the Fed is flirting with raising interest rates. Can you imagine the economic storm if the dollar gets any stronger?
Gold’s Best-Kept Secret September 6, 2016 Gold A year ago, mining companies were in the midst of the “Great Dividend Cut.” But dividends are back, and that’s good news not just for stock investors, but for gold prices as well.
Worse Than the Great Recession? September 2, 2016 U.S. Economy As another earnings season comes to an end, one thing immediately jumps out: Stock prices are out of whack from their core value — earnings. And the implications are dire.
The Global Economy: Drunk on Debt August 30, 2016 Global Economy The European economy is supposed to be wracked by doubt and anxiety over Brexit, negative interest rates and terror attacks. So why are markets rising? Government spending, and lots of it.





