Economic Analysis
Muffins, dogs, and self-driving cars
Editorial
December 17, 2018
America’s top researchers were stumped. How do you teach a computer to “see?”
The Misunderstood Flattening Yield Curve
Thoughts from the Frontline
December 14, 2018
Everybody is suddenly talking about the inverted yield curve. They’re right to do so, too, but alarm bells may be premature. Inversion is a historically reliable but early recession indicator. The yield curve isn’t saying recession is imminent, even if it were fully inverted, which it is not.
The secret weapon for getting America 5G ready
Editorial
December 10, 2018
Who sells the basics? That’s the first question I answer when evaluating an investment trend.
European Threats
Thoughts from the Frontline
December 7, 2018
Someone asked recently how many times I had “crossed the pond” to Europe. I really don’t know. Certainly dozens of times. It’s been several times a year for as long as I remember.
One controversial stock to buy… and one to avoid
Editorial
December 3, 2018
Today we check back in on two of my most controversial calls…
Pyramids of Crisis
Thoughts from the Frontline
November 30, 2018
In an increasingly divided world, we all share one great desire: self-preservation. Not just humans, either. The survival instinct exists in almost every living thing. Humans simply have greater ability to do something about it.
When Will the US Get Attacked in Space?
Editorial
November 26, 2018
Object 2014-28E gave the US military quite a scare.
Double Debt Problem
Thoughts from the Frontline
November 23, 2018
The selloff in GE is not an isolated event. More investment grade credits to follow. The slide and collapse in investment grade debt has begun… (and later) Don’t be fooled by bond prices holding up, because trading volumes are down. There are fewer bids in the market, and the dispersion of bids is wider. It is time to jog—not walk—to the exits of credit and liquidity risk.
- Scott Minerd, Guggenheim Partners Chief Investment Officer
Who deserves your trust?
Editorial
November 19, 2018
I pose this question because CEOs of the world’s most powerful companies are asking it every day.Seventh-Inning Debt Stretch
Thoughts from the Frontline
November 16, 2018
Science tells us energy can neither be created nor destroyed within a closed system. Whatever amount is there will stay the same, though it might change form. If only the same were true for debt.
