Latest Insights on PICK
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?The Stock Market’s One Simple Truth
August 26, 2016 Trading Strategies
It hasn’t happened yet, but this market bubble will end up the same as the last. History repeats itself. Understanding this simple truth can lead you to an epiphany on the stock market. Falling Taxes Doom the U.S. Economy
August 12, 2016 Stocks
Taxes are loathsome, but they are also a measure of prosperity. The more you earn, the more you pay. So, when corporate tax receipts fall steadily, so too does the U.S. economy. 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. Back to the Housing Bubble
July 27, 2016 Real Estate
Ultralow interest rates, if kept around long enough, are going to result in distortions in capital markets ... and you need look no further than the housing market for proof.