When the Model Breaks Down

November 18, 2019 The next bizarre chapter in our unfolding economic saga could be negative interest rates. I’ve warned of negative interest rates policies (NIRPs) before. Today, negative rates are permeating global bond markets.  If our own Federal...

It’s Why Apple’s in Ireland

November 11, 2019 Most Democrats are pushing controversial proposals to tax the rich. They claim the money would help pay for many things, including: Health care for allA federal childcare programLarger tax credits for the poor and middle-classClimate change action...

Middle Class “Trump Jump” Debunks Dem Rhetoric

November 4, 2019 Not to get too political, but I’d like to debunk a popular myth thrown out there by the Democratic party in general. Joe Biden, Elizabeth Warren, and Bernie Sanders have all claimed that gains borne out of President Trump’s policies have gone...

The $128 Billion Bump

October 28, 2019 Some interesting activity from the Federal Reserve recently flew under the radar. The rate cut grabbed the headlines, as always. But what was less reported was how the New York branch of the Fed pumped billions of dollars into money...

American Icons are Becoming Junk

October 21, 2019 There have been repeated warnings (by me and others) to avoid weak or troubled businesses with highly leveraged balance sheets. Such firms were favorites of value seekers, but more and more of these companies are being rated as “junk” by rating...

Buffett’s Stock Dumps, Cash Pile are Telling

October 7, 2019 Warren Buffett, the “Oracle of Omaha,” is considered one of the greatest investors of all time – perhaps the best ever. He’s delivered investors an annualized return north of 20 percent for more than 50 years. If you invested $100 at the start of his...