All posts in " 2022 "
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Capital Flows & the Next ECM

By admin / January 16, 2020

QUESTION: Sir, You have advised us to avoid sovereign debt after the ECM date. I imagine that the crisis will affect nations unequally. It seems obvious that money would leave bonds in the more challenged, negative rate countries (EU and Japan). Might these flows come into US Treasuries, thereby stabilizing US rates, at least short-term? […]

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Why is 2022 A Possible Change in the Presidency?

By admin / January 9, 2020

The year 2022 is showing up as a political change in trend. That often implies a change in leadership. Since that is not a year where a presidential election would take place, given the extreme hostility which has emerged politically and the end of bipartisanship in Washington, there is the potential for the merger of […]