The Brexit vote is less than a day away at the time of writing, so for those looking for one last reflection on the decision at hand, we encourage our […]
CNBC recently spoke with legendary bond investor Bill Gross who warns listeners of a pending ‘supernova’ in the bond markets. Mr. Gross explained his analogy by saying “A supernova can […]
These charts reveal that, when accounting for inflation, the economic productivity of the average person in France, Italy, Spain and the Netherlands has been decreasing since 2007-2008, having never recovered from the global recession in 2008.
With the Fed’s interest rate decision for June looming later today and markets overwhelmingly expecting the Fed to hold rates constant, CNBC’s Rick Santelli speaks about the unintended consequences of […]
The UK’s quarterly GDP growth rate was accelerating before joining the EU, peaked shortly thereafter, and has declined in the decades that followed, resulting in less than 1% GDP quarterly GDP growth today…
Today, the percentage of new debt that must be monetized by central banks to keep interest rates low enough to prevent a debt crisis can be viewed as a parallel to the delinquency rate on housing debt. As the charts below show, the percentage of existing government debt…
Art Cashin Director of Floor Operations at UBS, spoke with CNBC about the global economy and central banks. Mr. Cashin echoed the recent bearish sentiments of George Soros and Carl Icahn, […]
Dr. Lacy Hunt of Hoisington Management was recently interviewed at the 2016 Mauldin Strategic Investment Conference. Dr. Hunt points out that “the traditional business cycle model said that recession are […]
In order to better understand the implications that a dwindling working force will have for the world’s aging economies, Japan, as it so often does, provides a perfect case study.
Charles Gave of Gavekal Research recently gave an interview as part of the Mauldin 2016 Strategic Research Conference. For those who do not yet follow Mr. Gave or Gavekal Research, […]