Latest Insights on OIS
Don’t Trust the Euphoria
November 23, 2016 U.S. Economy
The Dow topped 19,000 for the first time ever on Tuesday. Bond prices are plunging. The dollar is at a 14-year high. I even heard talk of the global economy picking up speed! Beware what comes next… The Answer to Rising Inflation
November 22, 2016 Bonds, U.S. Economy
Remember in the 1980s when interest rates were at an ungodly 20%? Thirty-seven years from today, we may look back on 2016 in the same way … as the year inflation truly bottomed. The Better Angels of Our Nature
November 8, 2016 Government & Politics
America is justifiably frustrated this election. Freedom appears to have taken a back seat, but each of us has the innate ability to determine our own fate — a most prized individual liberty. The Fed’s Disastrous Gift
November 5, 2016 Government & Politics
The October jobs report may have given Yellen the green light for a December rate hike … well, assuming that the market doesn’t implode after the presidential election. Robots Win, You Lose
October 8, 2016 U.S. Economy
The job market remains ugly. We’re not creating enough high-paying jobs to support the middle class, and we’re replacing low-paying jobs with robots. Where does that leave us?