Economic Overviews

The waning days of the Obama administration have set us up perfectly for higher interest rates, a major recession and a giant stock market crash. It is time to batten down the hatches and to prepare for very rough seas ahead.

Today we analyze the global risks from an investing perspective and arrive at some interesting conclusions.

Investors can certainly expect increased levels of volatility in the near term, and probably some serious sector rotation through the end of the year. Buckle up, because it’s going to be an interesting four years.

We believe emerging Asia is at a turning point. The region has faced strong headwinds in recent years, but we now see a number of tailwinds gathering momentum.

With the renewed talk of rate hikes in December, I decided to consult the only metal with a Ph.D. in Economics - Dr. Copper, as traders like to call the metal.

Welcome to insanity which, by a definition commonly attributed to Albert Einstein, is doing the same thing over and over and expecting a different result. Our insanity is actually a dangerously circuitous negative feedback loop. The popular delusions are exponentially more dangerous and the crowds – most of the global populous – aren’t just going to go mad, they’re going to go broke. Here’s who’s deluding us, over what, why, how they’re doing it, and how it’s going to end… and how you can save yourself from going broke.

You won’t be able to tell the story of the 21st century without India and China as its main protagonists. Just look at the numbers in the two animated charts provided in this article.

Janet Yellen and her merry band of money printers are oblivious to the dangerous speculation and valuation excesses that their policies have implanted throughout the financial system. No wonder the Trump voters want to throw the bums out. It is none too soon.

We desperately need to repair and replace a vast part of our national infrastructure but where do we get the money? Well, the U.S. has spent hundreds of billions of dollars trying to fix Iraq and Afghanistan and God knows how many more hundreds of billions of dollars over the years on other projects around the world so what if we renewed the focus on our own needs?. [In this article I identify our infrastructure shortfalls and present a way to pay for the needed projects which, combined with my proposed specific massive tax reform, could reposition the country to be the most powerfully competitive nation in the world.

Monitoring how Beijing is managing China's slowdown, and whether it will be able to rebalance its growth, are highly important as weakness in China will weigh on U.S. stocks. Given the ongoing structural reforms, government policies and global economic conditions, certain sectors within China have surfaced as winners while some are surprisingly becoming losers, which provide long-term investing opportunities. This article identifies the sectors that are winning, losing and remaining neutral.