Latest Insights on ERA
Don’t Trust the Euphoria
November 23, 2016 U.S. Economy
The Dow topped 19,000 for the first time ever on Tuesday. Bond prices are plunging. The dollar is at a 14-year high. I even heard talk of the global economy picking up speed! Beware what comes next… The Answer to Rising Inflation
November 22, 2016 Bonds, U.S. Economy
Remember in the 1980s when interest rates were at an ungodly 20%? Thirty-seven years from today, we may look back on 2016 in the same way … as the year inflation truly bottomed. Big Brother Trump Is Watching
November 21, 2016 Privacy Invasion
Set aside your feelings for Trump’s broader agenda. Focus on his intentions for privacy and free speech. He has never expressed interest in protecting civil liberties. In fact, it's quite the opposite... OPEC Just Won the Oil War
November 19, 2016 Oil
The damage from the oil war with OPEC lies all over America’s shale-oil regions. With the cartel set to cut production, America’s shale-oil producers will be hard pressed to catch up. Don’t Sell These Stocks
November 18, 2016 Investment Opportunities
Trump is inheriting a mess, including a monstrous amount of debt, slow growth and weak employment. It’s a high hurdle to overcome, meaning now’s not the time to bail on dividend stocks. It's time to buy them.