Latest Insights on AGEN
The January Effect: A Resolution Worth Keeping December 30, 2016 Investment Opportunities It’s time again to make market predictions. But, like New Year’s resolutions, few predictions pan out. So let’s take it month to month, starting with the January Effect.
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.





