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Daily Archives: September 18, 2017
Why excessive monetary easing means lower for longer treasury yields
As Central Banks move to reduce their QE-created balance sheet assets, the ‘monetary tightening’ is a headwind for today’s heavily levered global economy, stocks and corporate debt. Hoisington Investment Management’s Lacy Hunt and CNBC’s Rick Santelli discuss monetary tightening in … Continue reading
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What’s really disrupting the auto industry
I continue to marvel at how many intelligent, educated people are completely missing or underestimating the energy and transportation revolution underway today. For consumers, the changes offer meaningfully lower operating expenses and increased productivity along with less pollution and improved … Continue reading
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