Where we stand in terms of the “everything bubble”
International markets breaking to highs and overall risk tolerance
Investors Are Correct To Worry About Debt and Low Interest Rates
Get used to low interest rates, so stick to what works in these environments
Are Central Banks Shifting Away From Lower/Negative Interest Rates?
Rate Hike Odds Into Next Year and A Recap Of End Of Cycle Data
Jobs Data, Interest Rates, Gold Moving Up, PBoC Currency Tinkering
It’s All About Rates And How High They Can Go
The Mysteries Of Monetary Policy
A Couple Ideas On Timeline Of Fed Policy and Market Drivers
Metals vs Rising Rates and Bright Spots In The Junior Sector
The Factors And Markets Keeping A Lid On Metals
Actions To Consider In A Directionless Market
Recapping The Fed Statement And The Market Moves
Trader Vic – The Debt Problem With Raising Rates
The Dilemma Of Higher Debt and Higher Rates
The Balance Between Debt and Rising Rates
US GDP Up But Savings Rates Are Down
The New Higher Rates Paradigm
A Look Ahead To 2018