Thursday, December 22, 2016

Markets: What Now?

Now we are going to start focusing on interest rates, in what is happening in the real economy. There is a lot of debt. We will all have to start paying attention to the interest rate burden that everybody is going to suffer. I expect problems next year. (iShares MSCI Emerging Markets Index ETF (EEM), SPDR S&P 500 ETF Trust (SPY), SPDR Dow Jones Industrial Average ETF (DIA))

Wednesday, December 21, 2016

Markets: Inflation Is Coming Back

We have inflation coming back, we have staggering amounts of debt. So I suspect that market interest rates are just going to keep trading higher. (iShares Barclays 20+ Yr Treas.Bond ETF (TLT))

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