The Lack of a Credible Plan

The 4th industrial revolution, reduce risk, resilient capex, enhanced UI debate and lack of a credible fiscal consolidation plan

I will be on CNBC Squawk Box at 6:30 am EST Monday August 2 and on the Exchange with Kelly Evans discussing expanded unemployment insurance on Tuesday August 3

Schumpeter’s Gale

When market participants or financial media struggle to reconcile the sharp recovery of the equity market from the recession-related decline low on March 23 with the largest quar…

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