Latest Insights on AGEN
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. The EU Meltdown
December 7, 2016 Gold
The European Union is headed for meltdown with the failure of the Italian referendum vote. Many votes are still ahead and this spells trouble for U.S. 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 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. Better Than Santa Claus
November 25, 2016 Investment Opportunities
The Santa Claus rally. The name alone sounds fascinating. While there is some truth to this rally, there are better market patterns worth getting excited about.