Latest Insights on ANET
Beware the Fed’s Hubris on Inflation April 19, 2016 U.S. Economy
The market has grown used to cries of “Deflation!” and dovish Fed speeches. So much so, that early indicators are being ignored. The fact is, inflation is about to blindside Wall Street.
Don’t Buy the Panama Papers Panic April 18, 2016 Government & Politics
When it comes to the Panama Papers scandal, the media is tilting at windmills … targeting the wrong people for the wrong issues. But there are real issues here. Don’t be fooled by the smokescreen.
The Truth Behind U.S. Jobs Data April 1, 2016 U.S. Economy
The March jobs report is being hailed as a win for the U.S. economy, but forward-looking layoff data offers a grim look at why growth will fade and why interest rates aren’t rising any time soon.
Monetary Disaster Insurance March 29, 2016 Gold
When a financial firm like Munich Re starts vaulting gold and griping about monetary policy, you have to believe that they might be on to something serious.
The Fed Needs to Get a Clue March 25, 2016 Trading Strategies
The Fed is dithering on interest rates, and the days of solid returns on Treasurys, municipal bonds and CDs aren’t likely to return anytime soon, if ever. But that doesn’t mean you’re out of luck…






