Monthly Archives: September 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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Danielle on The Financial Survival Network

Danielle was a guest today with Kerry Lutz on The Financial Survival Network, talking about recent developments in the world economy and markets.  You can listen to an audio clip of the segment here. Danielle had an interesting article on … Continue reading

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