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The Need for Yield in a Recession: What Does That Mean for Us? August 5, 2016 U.S. Economy The U.S. economy limped along in the second quarter solely on consumer strength. Will that strength return for the third quarter and avoid a recession? Don’t hold your breath.
Negative Rates: We’re Gonna Need a Bigger Vault July 19, 2016 U.S. Economy Negative rates are a financial horror show. They’re already a reality in Japan and the EU. But some banks are beginning to balk at the idea by vaulting hard currency and gold.
The Most Dangerous Stock Market Game: Converting Market Bears into Bulls July 12, 2016 Trading Strategies Technical indicators, economic data, everything … says the market just can’t go any higher. And yet, the market goes higher still. Welcome to the next market melt-up.
Peeling Back Political Deficit Illusions July 6, 2016 Government & Politics In politics, we typically think fiscally conservative and tax cuts for Republicans and wasteful spending and tax hikes for Democrats. But are our assumptions true?
The Paradox of Cash: It’s Always the Government’s Money May 23, 2016 Currency For most of human history, we’ve lived in largely cashless societies. It’s nothing new. But there are concerns about a modern cashless society, and the real threat should terrify you.





