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July 20, 2015
Commodities have made new lows
We think it is important to write about commodities because they are the primary input to inflation pressures and they deserve more exposure than they get...
July 11, 2015
Watch Robert Kessler on WealthTrack
July 10, 2015
'Whatever it takes' is not enough (and upcoming media announcement)
Note: Robert Kessler is Consuelo Mack's guest this week on WealthTrack. This...
June 25, 2015
Two simple charts
Two separate macro issues below, but both largely ignored by the media in this current iteration of 'everything is getting better' sentiment.[note: single left click on the images...
June 18, 2015
Some keys to better understand the Fed
The headline and story below illustrate what many often get wrong about the Fed. The headline reads “Fed says U.S. economy strong enough to...
June 3, 2015
Output Gap Update and Discussion
We have been highlighting the US output gap for many years to show that there is more slack (and disinflationary pressure) in the economy than is...
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