Chart

Janet Yellen’s speech about inflation last night was accompanied by a slide show and I found the below chart to be the key takeaway that explains virtually everything going on with rates right now. The Fed doesn’t understand why prices in the economy aren’t following the tightness of the labor market. Below is unemployment in…

I haven’t read anything positive on Chinese stocks or the Chinese economy in ages. My friend Brendan Ahearn of the China-focused ETF company Kraneshares notes that there are a handful of potential catalysts for China bulls to latch onto in the near future: •          President Xi’s US visit which includes the Baidu, Alibaba and Tencent CEOs…

What if we’re heading to 15x?

The media focuses as much on which Presidential candidates are able to attract funding as they do on the issues of the campaigns. There’s a good reason for this – the candidates that can raise money are the ones who can stick around and have a shot at actually running in the general election. Scott Walker…

It’s been quite a whirlwind today as we announced some major news