Piling up debt
This Newsletter has often mentioned the problem of debt, especially in connection with the US, where the federal debt alone is now over $21.7 trillion, which is 105% of GDP. […]
Expert opinion
Driving investment
Investors are confronted with difficult choices as to where to put their capital when markets are topping out, and the tipping point between stocks and bonds is distinguishable only with […]
The Crash Is Coming
More and more market observers voice the opinion that caution should be exercised in the present financial environment, and this is due to various factors. Last week`s bond sell-off in […]
More On Debt
We have often examined the situation of the US in relation to its burden of debt. The increase in the debt is ongoing. The US Debt Clock (www.usdebtclock.org) currently registers […]
Trade Wars
There have been numerous reports on the ongoing trade war between the US and China. So far the markets in the US seem to have taken the goings on in […]
3000 or Bust
The S & P 500 (SPY) has topped the record January 2018 high and currently stands at 2,904. With US companies planning share buy-back programmes amounting to US $ one […]
Emerging Market Debt
Emerging Market (EM) debt is a serious problem for the global economy. The situation becomes more complicated when a country has foreign debt denominated in US dollars. Even if the […]
This Time There Are Differences
The S&P has topped January highs. Investors who bought into the dip have done well. Now that the present recovery is the longest on record and the Fed is still […]