Latest Insights on TME
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. 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 Negative Rates Setup
December 3, 2016 U.S. Economy
Wall Street expects a rate hike this month. But we’ve been there and done that. Of the four promised 2016 hikes, we’ve seen zero ... but is the economy really ready for one now? 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.