Recent Articles By The Author

If You Think the Fed Is Going to Hike Rates You're Just Blowing Bubbles

There is no inflation for the Fed to fight with higher rates, and the notion that low interest rates create asset bubbles is overrated.

Slower Job Growth Isn't Okay

A crucial question going forward is what will trend employment growth be?

This Won't Be the Fed That Slays the Bull Market

Clinging to outmoded ideas of what is 'normal' and even what is 'low' will prevent you from seeing just how hands-off this Fed really is.

What We Learned From the December FOMC Minutes

The Committee members seem to be cautiously optimistic, and this fits well with their decision to keep rates on hold.

Don't Trash Junk Bonds: There's a Logic Behind Winning Their High Yields

Investing in these bonds requires a counter-intuitive approach, and reframing how you look at risk.

'Uncertainties' Out of Way, but Fed Hike Still Unlikely

The Federal Reserve left rates alone, but don't miss these subtle signals coming from Wednesday's statement.

Jobs Report Pushes Aside Recession Fears, for Now

After the 266,000 payroll number on Friday, here's my analysis and how to prepare for the months ahead.

Will the Industrial Slowdown Spread?

With a mini-recession in the sector, all eyes are on Friday's jobs numbers, and the big question now is whether this will play out like 2015 to 2016, or worse.

Fed Gov. Brainard Gives Clues to Slowdown Strategy

Influential Federal Reserve Governor Lael Brainard spoke this week about how the Fed might combat a recession -- investors should listen up.

Fed Minutes Offer Clues on Possibility of Dec. Rate Cut

It appears that an overwhelming amount of bad news would be needed for the Fed to cut in December, but 2020 is a different story.

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