Bond markets set for a taste of the 60s as inflation picks up | Reuters

Inflation has a habit of creeping up on you. Just ask historians. From rates below zero less than a year ago, inflation across the developed world has risen in recent months toward central bank…


How Europe can avoid falling into Trump’s trap

Does President Donald Trump want to destroy the EU? We cannot answer this question definitely, but the signals he has sent out suggest the bloc should take the potential threat more seriously than it…


France, Germany and the Netherlands: The elections that could derail the EU in 2017 - France 24

After Brexit rattled the European Union in 2016, a string of high-stakes elections in France, Germany and the Netherlands – along with possibly Italy – could bring even greater uncertainty to the…


Portfolio holdings 1-27-17

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Trump’s Border Tax Threat May Weaponize the Dollar - Bloomberg

Morgan Stanley foresees a smaller rise in the dollar in the event of a 20 percent border-adjustment tax, rather than a one-time 25 percent appreciation of the dollar, as implied by textbook theory.…


Why Trumps "Border Tax Proposal" Is The "Most Important Thing Nobody Is Talking About" | Zero Hedge

Why Trumps "Border Tax Proposal" Is The "Most Important Thing Nobody Is Talking About"by Tyler DurdenDec 20, 2016 10:21 PM263SHARESTwitterFacebookRedditWhile the market, and various pundits and…


Thanks to Trump, the Doomsday Clock Advances Toward Midnight - The New York Times

This is the closest to midnight that the clock has been since 1953, when it was moved to two minutes to midnight after United States and the Soviet Union tested their first thermonuclear weapons…


Woman's March opens An Era of Heightened Discontent

I believe the Women's March in DC and around the world marks the first volley of the resistance. We are entering an era of discontent. At least the mood has not turned sour. Please watch this…


Carl Icahn declares end to 'socialism' in U.S. - Jan. 23, 2017

Carl Icahn declares end to 'socialism' in U.S by Paul R. La Monica   @lamonicabuzz January 23, 2017: 11:09 AM ET Your video will play in 00:17 Legendary investor Carl Icahn, a vocal supporter of…