Monthly Archives: October 2016

Dynamic Asymmetry. NY Fed Recession Probability Highest Since 2008

Reaching a “Critical Point” in the complex financial system Reality Check from professor Kotlikoff – also a presidential candidate! Dr Lacy Hunt explains that debt AND growth are about to get much worse at an accelerating rate Foreign Central Banks are … Continue reading

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How To “Buy Humilation, Sell Hubris”. Perception vs Reality.

What Client’s Must Know: “Perception versus Reality” Stock market heaven or hell? Or now just different versions of economic depression? “Fed risks repeating Lehman blunder as US recession storm gathers” Beyond the Minsky Moment: altered state of low real returns. “Buy … Continue reading

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‘It’s Literally A Lie’ To Say US Growth Isn’t Slowing

“Literally a Lie” Here is Janet Yellen’s favorite composite labor market indicator. Or can you see a trend in aggregate hours worked over the last 2 years? “A Force For Lower Interest Rates. “Dr. Lacy Hunt. Why the Federal Reserve and Bond … Continue reading

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“Worst Return Prospects In History For Diversified Portfolios”

Time for every investor to understand the investment predicament Central bank market dislocation Central bank policy failure Ray Dalio talks to the NY Fed. Time limit on the “Big Squeeze” And now a recession is coming The central banks have reached … Continue reading

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