Tag Archives: interest rate
How Washington Ruined America’s Future
United States Secretary of Treasury Janet Yellen has an incredible job. She writes rubber checks to pay America’s bills. Yet, somehow, the rubber checks don’t bounce. Instead, like magic, they clear. Continue reading
Are You Unknowingly in the Impact Zone?
The S&P 500 has become increasingly risky over the last six months as the top technology stocks have bubbled up. Because of this, the portfolios of many investors are now unknowingly in the impact zone. And they will get absolutely drilled when the market resumes its next bear market leg down. Continue reading
What Comes After the Great Liquidation
Expectations were great. When 2023 started, there was a general sense that the stock and bond markets had turned over a new leaf. A repeat of 2022 was out of the question. Continue reading
Mission Accomplished?
About the time the most trusted man in America, Walter Cronkite, signed off from the CBS Evening News for the last time, something momentous happened in the U.S. credit market. Few people, apart from Bill Gross and A. Gary Shilling, understood what was going on. Continue reading
