Weekend Reading: Charge Of The Light Brigade

Written by Lance Roberts | Jul, 21, 2017

As you I discussed last week, we added risk exposure to portfolios with the breakout to new highs that came in conjunction with a short-term “buy signal” as shown below….

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Why Wage Growth Will Remain Elusive

Written by Lance Roberts | Jul, 20, 2017

Just recently, Bloomberg ran a fascinating article discussing a new study from the McKinsey Institute. “American manufacturing could be poised to rebound as technological disruption shakes up global production chains,…

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High Yield IED

Written by Michael Lebowitz | Jul, 19, 2017

“What we’re seeing is an increase in the evolutionary pace of IED (improvised explosive device) design. It’s increasing at a pace we previously haven’t seen.”  – Ben Venzke The traditional…

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4-Ways To Blow Your Retirement

Written by Richard Rosso | Jul, 19, 2017

You’ve done all the right things. There was that formal retirement analysis 5-7 years before your anticipated target date, a consistent plan of saving, investing, and portfolio risk management coupled…

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People Buy Payments & Why Rates Can’t Rise

Written by Lance Roberts | Jul, 17, 2017

This past week, the lovely, and talented, Danielle DiMartino-Booth and I shared a discussion on the ongoing debate of why “Rates Must Rise.”   Debt drives rates lower….not higher. Debt…

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Weekend Reading: Yellen Lets Doves Fly

Written by Lance Roberts | Jul, 14, 2017

As I noted in yesterday’s missive, Yellen’s recent testimony on Capitol Hill sent robots frantically chasing asset prices on Thursday even before testimony began. The catalyst was the release of…

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Yellen, Employment & Policy Errors

Written by Lance Roberts | Jul, 13, 2017

In Janet Yellen’s semi-annual testimony on Capitol Hill yesterday, she made reference to the ongoing strength of employment as one of the reasons for continuing to “normalize” monetary policy by…

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Decoding Yellen’s Message

Written by Michael Lebowitz | Jul, 13, 2017

“I know you think you understand what you thought I said, but I’m not sure you realize that what you heard is not what I meant” – Alan Greenspan On…

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