10/27/15 - 11:43 AM EDT
There's a lot of anxiety about deflation, but this is unnecessary. Inflation is the real problem that's hurting the disappearing U.S. middle class.
08/18/15 - 02:47 PM EDT
The devaluation of China's yuan is another example of how a stronger currency -- along with higher interest rates -- can hurt a country's economy.
06/26/15 - 10:55 AM EDT
Don't believe pundits who say the stock market is near a top. The U.S. economy is on the verge of reaching escape velocity.
03/14/15 - 10:41 AM EDT
Wal-Mart raising base wages is just a sign of the beginning. Middle class rejoice, the increase in wages is coming.
12/08/14 - 02:24 PM EST
A perfect storm of factors are converging to keep interest rates on U.S. government bonds low.
08/21/14 - 03:32 PM EDT
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.
05/16/14 - 02:10 PM EDT
Chasing high yields at this phase of the cycle could be dangerous.
04/28/14 - 01:57 PM EDT
Despite all the government-imposed speed bumps, the economy is more resilient than many think.
03/03/14 - 01:50 PM EST
The economy has changed permanently. Businesses that don't adapt to that reality are doomed.
02/24/14 - 02:01 PM EST
If you think inflation isn't a concern, think again.