
Peter Zeihan: Why Do the Democrats Keep Losing Ground?
The future of the Democratic Party in the US isn’t looking too bright. When strategy and targeting don’t change for over half a century, I…
Thought Leader: Peter Zeihan
By Sheila Bair (Original source CNBC)
‘“Don’t fight the Fed.” This oft-cited wisdom from the late investment guru Marty Zweig holds that when the Federal Reserve cuts rates, investors should double down on stock investments.
The theory is that lower rates encourage businesses and consumers to borrow and spend, boosting corporate profits. Following Zweig’s advice, investors have taken the stock market to new highs on the heels of three Fed rate cuts.
Overall, investors seem oblivious to multiple warnings signs that the economy is turning, including slumping business investment, a slowdown in hiring, stalled wage growth and a stubbornly narrow-to-inverted yield curve.
However, there are some Americans who aren’t buying into the “Don’t fight the Fed” theory.”
Click here to see more
Peter Zeihan: Why Do the Democrats Keep Losing Ground?
The future of the Democratic Party in the US isn’t looking too bright. When strategy and targeting don’t change for over half a century, I…
Thought Leader: Peter Zeihan
Peter Goodman: His Start-Up May Not Survive Trump’s Tariffs
A sourdough baker turned entrepreneur in North Carolina has delayed his new product as he contemplates the prospect that higher costs will doom his company.…
Thought Leader: Peter Goodman
Patrick McGee: Is Tim Cook the Right or Risky Choice for Apple?
Deepwater’s Gene Munster and author of ‘Apple in China’ Patrick McGee, join ‘The Exchange’ to discuss whether Apple needs a new CEO and what needs…
Thought Leader: Patrick McGee