You take the blue pill, the story ends, you wake up in your bed and believe whatever you want to believe. You take the red pill, you stay in Wonderland, and I show you how deep the rabbit hole goes. ...the Fed has created its own Matrix (Fedtrix).... Read more: (VIEW LINK)
Director and founding shareholder of Perkins Portfolio Management. He has over 15 years experience in professional investment management and has been a full time executive of PPM since inception. He is responsible for portfolio management,...
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The chart on margin debt vs real growth is a bit of an eye opener. If I stand back and look over the past few cycles you could mount an argument that growth expectations in general become unrealistic at a certain point no matter how much you try to stimulate economies.