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Latest Insights on WRAP

Lately, I notice a new word popping up in companies’ investor presentations: “millennials.” The New Power Behind Today’s Stock Market
by Jeff Yastine January 17, 2017 U.S. Economy
Lately, I notice a new word popping up in companies’ investor presentations: “millennials.”
The Battle for Bonds The Battle for Bonds
by Jeff Opdyke 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.
Interest Rates Don’t Trust the Euphoria Don’t Trust the Euphoria
by Jeff Opdyke 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…
The Leading Edge of the Dollar Hurricane The Leading Edge of the Dollar Hurricane
by Jeff Opdyke 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?
Earnings Worse Than the Great Recession? Worse Than the Great Recession?
by Chad Shoop September 2, 2016 U.S. Economy
As another earnings season comes to an end, one thing immediately jumps out: Stock prices are out of whack from their core value — earnings. And the implications are dire.

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