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Latest Insights on THO

The Leading Edge of the Dollar Hurricane The Leading Edge of the Dollar Hurricane September 7, 2016 by Jeff Opdyke Currency U.S. exports are down nearly $64 billion so far this year, and yet the Fed is flirting with raising interest rates. Can you imagine the economic storm if the dollar gets any stronger?
Earnings Worse Than the Great Recession? Worse Than the Great Recession? September 2, 2016 by Chad Shoop U.S. Economy As another earnings season comes to an end, one thing immediately jumps out: Stock prices are out of whack from their core value — earnings. And the implications are dire.
Wall Street Is Destroying the Economic Recovery August 31, 2016 by Jeff Opdyke U.S. Economy Despite the Fed’s blather, America’s chemistry is off. An ingredient necessary for a vibrant economy is missing. One look at the data will show you exactly what’s missing and why.
The Global Economy: Drunk on Debt August 30, 2016 by Jeff Yastine Global Economy The European economy is supposed to be wracked by doubt and anxiety over Brexit, negative interest rates and terror attacks. So why are markets rising? Government spending, and lots of it.
Prepare for Brain-Dead Corporate Tax Reform August 29, 2016 by Ted Bauman Taxes “Pass-through” companies — LLCs, partnerships, S corporations, etc. — comprise 95% of all U.S. businesses, and they’re about to be smacked with brain-dead corporate tax reform.

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