Finally, after years of waiting, the economy is starting to show signs of significant inflation. Powell seems to have little concern with inverting the yield curve and even more pundits are pointing to a market correction. On the opposite end, some financial pundits are painting a different narrative. One where the Fed ignores its 2.0%Continue reading War Room Recap: Sweating Inflation
From policy makers to portfolio managers, the search for inflation is no longer coming up empty. Annual CPI stands around 2.5%, up from stated comfort levels. Oil prices are above 80 usd and investors are starting to sweat. If the Fed reigns in inflation, there is sure to be collateral damage. – Why is the Fed lettingContinue reading WarRoom Replay: Sweating Inflation?
Let’s face it – it’s China in Trump’s cross-hairs, not Europe. The Administration is targeting Chinese high-tech, apparel, and investments into the USA – far more precise moves than the blanket tariffs on industrial metals proposed earlier. Still, the euphoria from tax cuts is getting replaced by fear due to protectionist rhetoric, which the ChineseContinue reading War Room: Trade War
Predicting China’s economic collapse is a popular contrarian pastime, but not a productive one. It’s true that her manufacturing days are dwindling and her addiction to credit begs for a collapse in asset values. But, it just hasn’t happened and talk of China trumping the isolationist US is now commonplace. – Is a China debtContinue reading WarRoom Recap: China Eats World
The bitcoin craze is taking us into uncharted waters and unregulated digital money is fighting to replace government-backed money. While we are constantly bombarded by cryptocurrency news, the Euro and British Pound have staged a comeback. – Do cryptocurrencies have value? – How have other currencies performed during bitcoin’s rise? – Can a bitcoin crash takeContinue reading War Room: Bitcoin – Con or Currency?
The US housing rebound since the 2008 crisis times seems unending, fueled by rising tech incomes and foreign money. But if the tax plan now in Congress passes, it may derail that epic rise. – What is driving US home prices now? – How will the end of state tax deductions impact real estate values?Continue reading War Room Recap – US Coastal Exodus
Oil’s importance is falling – we all know it. With OPEC influence fading, many countries are eliminating combustion cars and alternative energy sources are in vogue. Investors must prepare for a coming reality: the sun is setting on the petroleum industry. – Has fracking put a ceiling on Oil prices? – What could replace OilContinue reading War Room Recap – Future of Energy