Latest Insights on BATT
The Battle for Bonds
December 28, 2016 U.S. Economy
Stocks have reached stupid valuations, and bonds are under assault from Fed rate hikes. So, here we are, at a point in history when down is far more likely for each than up. Preparing for the New Trump Economy
December 21, 2016 U.S. Economy
So many promises and threats are waiting to either unfold or fizzle. Which Donald Trump will show up to his first day on the job? Wall Street's directional future depends on that answer. A Time for Heartfelt Thanks
November 24, 2016 Government & Politics
After one of the most divisive election campaigns ever, remember that Thanksgiving is a day to count our blessings as Americans, to consider what unites us and not to dwell on what might divide us. OPEC Just Won the Oil War
November 19, 2016 Oil
The damage from the oil war with OPEC lies all over America’s shale-oil regions. With the cartel set to cut production, America’s shale-oil producers will be hard pressed to catch up. 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.