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Central Banks

Spare Me the Fed’s Latest Data-Driven Drivel

In this hyper-tense, polarized nation where words now count for more than deeds, we need a running list of who is offended by what so we can steer clear of


The Deregulation Revolution Is Real, But Is It Enough?

I’m not much of a fast-food guy. I’ll pull into McDonald’s for an Egg McMuffin when I’m traveling, but typically I stay away from such fare… except for Chick-fil-A. Occasionally,

Central Banks

The Fed Decides… No Surprise

The Federal Reserve is one of the most powerful economic engines in this country, if not the world. Its power and influence is such that any meeting or quote, no

Business Cycle

The Retail Apocalypse We Saw Coming

It’s like a scene out of “Resident Evil.” Sheets of newspaper scratch along the dusty linoleum floor as the wind beats them into the remnants of a bench… or through


Pay Attention To What’s Beneath The Surface

The great problem with economists – most people for that matter – is that they don’t look under the hood. It wasn’t the tip of the iceberg that ripped a


“Boring Is Beautiful” Is the New “Greed Is Good”

It’s the monologue that launched thousands of Wall Street careers. “The point is, ladies and gentleman,” intones Gordon Gekko to the shareholders of a fictional takeover target, “that greed, for


Why Grass is Getting Greener

When I read a draft of Rodney’s feature story for the June issue of Boom & Bust, I joked in our investment committee meeting that our portfolio recommendations for the


Co-Author of Art of the Deal Says Trump Will Resign, then Declare Victory

This is what I predicted the day after Trump’s election. He has the impulse control of a grease fire. And he certainly can’t admit when he’s wrong, even though he


Play Music, Get Rich

As a kid, I used to tease my dad on road trips for tuning in to the classic rock station. It just seemed so stereotypically old-man-ish. Yet as I approach


The Evidence that Stocks Are More Overvalued than Ever

Tuesday morning, the Dow was just 27 points away from 21,000 again! How can anyone believe this is NOT a bubble?! Nobel Laureate and economist Robert Shiller developed the best