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REGUNOMICS

REGUNOMICS

It is our view that monetary and fiscal policy cannot affect the economic trajectory. It is the Federal, State, and Local policies that are killing the system. The dollar has gone up ever since the Fed has come out dovish…

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BBB Is Junk

BBB is junk

700 billion of refis in corporate America coming in 2019. Per recent Barron’s article (1/12/19), should bring significant downgrades in corporate credit. We believe downgrades roll down: i.e. BBB to BB+, BB+ to BB, etc. We believe we retrace the…

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