Latest Insights on YI
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 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. 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.