Latest Insights on NCR
The Battle for Bonds 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.
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.





