Latest Insights on PD
Inflation: Blowing Up the Dollar December 6, 2016 Investment Opportunities No one talks much about inflation anymore. But if you’re completely in cash, you’ll lose it bit by bit, a little one year, a lot in others. And it’s all because of inflation.
The Negative Rates Setup December 3, 2016 U.S. Economy Wall Street expects a rate hike this month. But we’ve been there and done that. Of the four promised 2016 hikes, we’ve seen zero ... but is the economy really ready for one now?
The New Labor Wars November 29, 2016 U.S. Economy Labor strikes were relatively common 30 or so years ago. They’ve become increasingly uncommon since. But we may be on the verge of a reversal in that trend.
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…
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.





