Ilargi Meijer: "Of Course The Fed Is Crazy"

"Trump is certainly right, but in reality the Fed has been loco for many years...the Fed has been crazy enough to kill what made the markets functional, and beneficial to society. And that may well be exactly what Jay Powell is trying to repair..."

  • Oct 11, 2018 4:26 PM

Bonds Are Dead...Again?

"Bonds aren’t dead. Bonds are an important part of your portfolio. At 34X earnings for stocks, the last action a rational investor should take here is to dramatically reduce bond exposure to purchase stocks..."

  • Oct 11, 2018 3:27 PM