A perfect storm of factors are converging to keep interest rates on U.S. government bonds low.
My expectation from Jackson Hole is that the Fed will confirm a continuation of its zero interest rates policy despite the misallocation of resources or the bubbles it causes.
Chasing high yields at this phase of the cycle could be dangerous.
Despite all the government-imposed speed bumps, the economy is more resilient than many think.
The economy has changed permanently. Businesses that don't adapt to that reality are doomed.
If you think inflation isn't a concern, think again.
The rich will keep getting richer. Here's what needs to change.
Why the U.S. economic data are better than you think.
There is too much debt, and the pace of economic growth has significantly deteriorated in each decade since the 1980s.
As long as the Fed keeps printing money, it's a decent bet that the market rally will continue.