Category Archives: Main Page

Extreme weather events highlighting our world upside down

Imagine massive terrorist events inflicting on going pain and loss and everyone just continually cleaning up the mess without anyone asking or talking about what we can do to stop the cycle.  And then putting some of the terrorist commanders … Continue reading →

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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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