Five Important Prices For 2019
For 2019, I suggest watching five different prices and the markets that they reflect. These five prices are U.S. Bond Prices, the price of oil, […]
LTPZ
2019 Outlook: It’s Alright, Ma (I’m Only Investing)
“Darkness at the break of noon Shadows even the silver spoon The handmade blade, the child’s balloon Eclipses both the sun and moon To understand […]
2018: Recapping The Year In Inflation-Protected Investments
One thing is certain: Things changed in 2018. I’ve been writing about inflation-protected investments since 2011, and this has been the most significant year of […]
The Siren Call Of Long-Term Treasuries
Editor’s note: Seeking Alpha is proud to welcome Hubert Wu as a new contributor. It’s easy to become a Seeking Alpha contributor and earn money […]
The Financial Markets And The Federal Reserve: Out-Of-Touch
Mase: Economics and Finance. December 21, 2018 The Market and the Federal Reserve: Out-of-Touch In another time, it seemed as if then Federal Reserve was […]
How The Federal Reserve Sees The Economy
Officials at the Federal Reserve moved ahead and raised the policy target range for the Federal Funds rate to 2.25 percent to 2.50 percent. I […]
Here’s What A 10-Year/2-Year Term Spread Inversion Tells Us About Economic Growth And Recessions
The more I have studied term (yield curve) spreads, the more I believe they are given too much importance. However, term spread inversions do provide […]
Want To Know How Equity Markets Will Perform The Next 2 Years? Tell Me What President Trump Will Decide About China’s Growing Technological Prowess
The consensus seems to be that technological innovation in Europe beginning around 1800 was the primary cause of the Great Divergence between the economies of […]
The United States/China Technology War: Looking Beyond Trade Wars
One sentence captured my attention this morning and continues to stimulate my thinking. The sentence appeared in the David Zweig op-ed piece in the Financial […]
What About The TIPS Spread?
I’ve recently been asked about why I don’t put more weight on the TIPS spread, as compared to 3 to 5 years ago. I still […]