Does The Fed Fear Asset Price Inflation?

While Janet Yellen and others lament the death of the Phillips Curve, the greatest inflationary episode in history continues to paint the data.  To be sure, a day after Yellen suggested that subdued inflation readings [...]

By | 2017-09-22T06:03:56+00:00 September 22nd, 2017|Comments Off on Does The Fed Fear Asset Price Inflation?

Bullish Buffett’ Pulpit

In classic form, Warren Buffett took to task those that doubt America yesterday: “Whenever I hear people talk pessimistically about this country, I think they’re out of their mind”. Mr. Buffett also noted that since [...]

By | 2017-09-20T07:00:40+00:00 September 20th, 2017|Comments Off on Bullish Buffett’ Pulpit

Where Did Everyone Go?

The Fed started hacking interest rates in 2007 and QE3 ended in October 2014.  This 7-year period of extraordinary ease, and the nearly 3-year upswing since, has been a difficult time for many market contrarians [...]

By | 2017-09-05T12:39:32+00:00 September 5th, 2017|Comments Off on Where Did Everyone Go?

The Coming Crypto-Crisis?

Since 2008 there has been a widespread increase in debt around the globe, central bankers have printed and experimented with direct asset purchases like never before, and there have been many dangerous bubble-like oddities in [...]

By | 2017-09-03T23:22:45+00:00 September 1st, 2017|0 Comments