It’s been. another week in which headline inflation concerns has jolted markets, particularly in the interest rate space, but not as much as many investors and traders would have expected. The… more
Yra Harris
The U.S. and Canadian unemployment data both were somewhat stronger than expected. The markets were trading in focus with the robust U.S. data — equities higher, DOLLAR firm, and bonds trying to… more
I’m posting this week’s podcast with the highly respected Peter Boockvar. This is one of the best interviews we’ve done with Richard Bonugli as we get into foreign currency, yield curves, energy… more
Peter Boockvar: Chief Investment Officer at Bleakley Advisory Group and Editor of The Boock Report
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After FEDERAL RESERVE Chairman Jerome Powell’s Jackson Hole speech, the jobs data may have taken on added significance. Inflation was not a concern for Powell as that is considered transitory… more
Harley Bassman, Brian Pellegrini and Yra Harris on the Economy and the Financial Markets
Mr. Bassman is a Managing Partner at Simplify Asset Management, a designer and manager of ETFs… more
First of all, my offer of any part of a $10,000 bet with 10-1 odds against Jerome Powell being renominated as FED CHAIR is OFFICIALLY RESCINDED. The Fed Chair’s speech was so pathetic that it can… more
There is a wonderful song from the tumultuous 1960s by the band Buffalo Springfield that is so apropos for the financial markets over the last two weeks (staying away from Kabul). The lyrics for… more
On Sunday, we acknowledge the 50-year anniversary of Richard Nixon’s decision to close the GOLD EXCHANGE WINDOW and put an end to the post-World War monetary system known as Bretton Woods. I can… more
Russell Napier and Yra Harris on Financial Repression and the Age of Debt.
Russell Napier is author of the Solid Ground Investment Report and co-founder of the investment research portal… more