“The Fed can remain irrational longer than you can remain solvent.” –What Keynes should have said. Last week I made two related points: The agonizingly slow economic growth and rapid increase in inequality the United States has experienced over the past decade aren’t the cause of constant Fed intervention; they are a direct consequence of …
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Positioning Client Portfolios: Fairview Capital, Shorebridge, PWA, WesBanco Read More »