Economy

Higher interest rates will lead to higher deficits and still higher borrowings. As such, we will have the perfect vicious circle that leads to the whole caboodle collapsing.

This article presents 9 proposals that I think might actually solve the deficit and debt problems of the U.S., jumpstart its economy, pay for healthcare and other costs, and do so with the least damage to the body politic and economy. I offer these proposals, though, knowing that there will probably not be one person who doesn’t find some of them extremely distasteful - and that includes me. The simple reality, however, is that this is where we find ourselves today: we are left with distasteful choices.

The waning days of the Obama administration have set us up perfectly for higher interest rates, a major recession and a giant stock market crash. It is time to batten down the hatches and to prepare for very rough seas ahead.

Today we analyze the global risks from an investing perspective and arrive at some interesting conclusions.

In the aftermath of last Tuesday's election results one investment theme has dominated: reflation. Specifically, this suggests that after several years of fiscal austerity and several decades of declining inflation, these trends are on the cusp of reversing. If so, what does this mean for markets?

The world of taxation at the personal and corporate level is about to go through a radical overhaul. For the most part, in my view, the forthcoming changes will be positive. With a Republican House and Senate, Mr. Trump has a good shot at having a good number of his tax reforms enacted.

Investors can certainly expect increased levels of volatility in the near term, and probably some serious sector rotation through the end of the year. Buckle up, because it’s going to be an interesting four years.

We believe emerging Asia is at a turning point. The region has faced strong headwinds in recent years, but we now see a number of tailwinds gathering momentum.

With the renewed talk of rate hikes in December, I decided to consult the only metal with a Ph.D. in Economics - Dr. Copper, as traders like to call the metal.

Welcome to insanity which, by a definition commonly attributed to Albert Einstein, is doing the same thing over and over and expecting a different result. Our insanity is actually a dangerously circuitous negative feedback loop. The popular delusions are exponentially more dangerous and the crowds – most of the global populous – aren’t just going to go mad, they’re going to go broke. Here’s who’s deluding us, over what, why, how they’re doing it, and how it’s going to end… and how you can save yourself from going broke.