Latest Insights on NCR
Preparing for the New Trump Economy
December 21, 2016 U.S. Economy
So many promises and threats are waiting to either unfold or fizzle. Which Donald Trump will show up to his first day on the job? Wall Street's directional future depends on that answer. Beware a Strong Dollar
December 17, 2016 Global Economy
Strong is good. Strong earnings. Strong sales. These paint a picture of economic growth, which is good for the country. But when it comes to the U.S. dollar in a global market … strong is a problem. 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. Escape the Not-So-Merry-Go-Round
December 10, 2016 U.S. Economy
America is stuck on a merry-go-round that is failing to boost our weak economy. It's time for investors to return to hard assets for security and growth. 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.