Latest Insights on EEM
OP-ED: The Fed’s Debt & Traditional Yields Are Just The Beginning
December 15, 2016 Investment Opportunities
The latest rate hike may appear to bring traditional yield assets back into the mainstream. But the Fed has a debt problem, so don’t get your hopes up. 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 Brexit Lesson: Diversify or Face Dire Consequences
December 5, 2016 Investment Opportunities
Ted Bauman visited London this weekend, and, over pints of dodgy English ale, he uncovered answers to a key post-Brexit investing strategy. 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.