Category: Opinion

Fed Shock & Awe?

As Janet Yellen is passing the bubble, excuse me, the buck, wrong again, the baton to Jerome Powell this week there is some chatter as to whether Jerome Powell will use the […]


The Debt Beneath

Debt is irrelevant and matters not. It’s different this time. That’s the message from politicians, markets and participants. Tax cuts pay for themselves (they do not), leverage doesn’t matter (it does) and […]